+104.2%
BN vs UEC
+37.5%
+66.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +10.1% | -6.3% | +2.6% |
| 7D | +3.6% | +1.5% | +2.2% | +3.3% |
| 30D | +15.9% | -17.1% | +32.9% | +18.3% |
| 3M | -2.3% | -32.3% | +30.0% | +1.9% |
| 6M | -8.4% | -49.7% | +41.3% | -1.7% |
| YTD | -5.9% | -34.8% | +28.9% | -3.8% |
| 1Y | -5.6% | -37.5% | +32.0% | -3.5% |
| 3Y | +104.2% | +37.1% | +67.2% | +79.9% |
| All | +104.2% | +37.5% | +66.7% | +79.9% |
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