+302.3%
BN vs UEC
+623.0%
-320.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | +13.5% | -18.1% | +31.6% | +16.4% |
| 3M | -5.9% | -36.9% | +31.0% | -0.3% |
| 6M | -8.9% | -56.1% | +47.2% | +0.6% |
| YTD | -7.9% | -38.1% | +30.2% | -4.7% |
| 1Y | -8.3% | -41.7% | +33.4% | -4.8% |
| 3Y | +100.8% | +28.2% | +72.6% | +74.6% |
| 5Y | +38.2% | +31.7% | +6.5% | +11.3% |
| 10Y | +302.3% | +685.9% | -383.5% | +109.1% |
| All | +302.3% | +623.0% | -320.7% | +109.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling