+65.9%
BLK vs UEC
+122.3%
-56.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.2% | +6.8% | +2.1% |
| 7D | -3.3% | -9.4% | +6.1% | -2.4% |
| 30D | -6.5% | -8.0% | +1.5% | -6.0% |
| 3M | +6.7% | -1.7% | +8.4% | +6.4% |
| 6M | +14.7% | -26.1% | +40.9% | +16.6% |
| YTD | +2.5% | -10.5% | +13.1% | +1.9% |
| 1Y | -2.8% | -13.3% | +10.5% | -3.8% |
| 3Y | +65.9% | +116.4% | -50.5% | +46.1% |
| All | +65.9% | +122.3% | -56.5% | +46.1% |
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 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