+24.3%
BMY vs UEC
+289.3%
-264.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.4% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | -0.7% | +1.9% | -2.6% | -0.7% |
| 3M | +15.3% | +8.9% | +6.4% | +15.2% |
| 6M | +8.5% | -14.5% | +23.0% | +8.5% |
| YTD | +23.4% | -0.7% | +24.1% | +23.2% |
| 1Y | +42.9% | -4.1% | +47.0% | +42.5% |
| 3Y | +22.0% | +148.9% | -127.0% | +19.6% |
| 5Y | +24.3% | +300.0% | -275.7% | +20.7% |
| All | +24.3% | +289.3% | -264.9% | +20.7% |
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