+290.2%
BN vs UEC
+616.1%
-325.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.4% | -1.3% |
| 7D | -1.0% | -3.8% | +2.8% | -0.5% |
| 30D | +14.0% | -13.5% | +27.5% | +15.9% |
| 3M | -9.0% | -40.5% | +31.5% | -2.8% |
| 6M | -8.8% | -56.7% | +47.8% | +0.9% |
| YTD | -10.3% | -43.0% | +32.7% | -6.1% |
| 1Y | -5.8% | -42.5% | +36.7% | -2.1% |
| 3Y | +94.8% | +11.6% | +83.2% | +72.9% |
| 5Y | +31.5% | +21.8% | +9.7% | +7.1% |
| All | +290.2% | +616.1% | -325.9% | +106.0% |
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