+156.8%
BITO vs UEC
+122.3%
+34.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | +0.8% |
| 7D | -3.4% | -9.4% | +6.0% | -2.0% |
| 30D | +21.4% | -8.0% | +29.4% | +22.8% |
| 3M | +20.5% | -1.7% | +22.2% | +20.2% |
| 6M | +7.4% | -26.1% | +33.5% | +10.3% |
| YTD | -13.9% | -10.5% | -3.3% | -13.8% |
| 1Y | -35.1% | -13.3% | -21.8% | -35.5% |
| 3Y | +156.8% | +116.4% | +40.5% | +120.4% |
| All | +156.8% | +122.3% | +34.5% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling