-9.4%
BITO vs UEC
+223.1%
-232.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | +0.2% |
| 7D | +1.1% | -0.2% | +1.2% | +1.1% |
| 30D | +21.8% | +1.9% | +19.8% | +20.9% |
| 3M | +25.0% | +8.9% | +16.1% | +21.6% |
| 6M | +11.3% | -14.5% | +25.8% | +11.7% |
| YTD | -12.7% | -0.7% | -12.0% | -15.5% |
| 1Y | -32.3% | -4.1% | -28.2% | -35.4% |
| 3Y | +150.3% | +148.9% | +1.4% | +75.0% |
| All | -9.4% | +223.1% | -232.5% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling