+173.2%
BKR vs UEC
+214.9%
-41.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.0% | -1.7% | -6.0% |
| 7D | -6.7% | -4.3% | -2.4% | -6.1% |
| 30D | -8.3% | -3.8% | -4.5% | -8.1% |
| 3M | -5.4% | +17.0% | -22.4% | -8.3% |
| 6M | +0.8% | -23.9% | +24.7% | +2.6% |
| YTD | +31.8% | -5.7% | +37.5% | +28.7% |
| 1Y | +28.6% | -12.5% | +41.1% | +24.9% |
| 3Y | +71.2% | +136.5% | -65.3% | +31.8% |
| All | +173.2% | +214.9% | -41.7% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling