+71.2%
BKR vs UEC
+122.3%
-51.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | 0.0% |
| 7D | -7.0% | -9.4% | +2.5% | -6.0% |
| 30D | -8.1% | -8.0% | -0.1% | -7.5% |
| 3M | -6.6% | -1.7% | -4.9% | -7.0% |
| 6M | +0.9% | -26.1% | +27.0% | +2.5% |
| YTD | +31.1% | -10.5% | +41.6% | +29.7% |
| 1Y | +27.7% | -13.3% | +41.0% | +25.0% |
| 3Y | +71.2% | +116.4% | -45.1% | +40.2% |
| All | +71.2% | +122.3% | -51.1% | +40.2% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling