+35.8%
BN vs UEC
+278.7%
-242.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -3.0% |
| 7D | -1.2% | +2.6% | -3.8% | -1.6% |
| 30D | -10.9% | +5.6% | -16.5% | -11.9% |
| 3M | -11.1% | -5.7% | -5.4% | -11.3% |
| 6M | -4.4% | -8.0% | +3.7% | -5.2% |
| YTD | -14.1% | +1.8% | -15.9% | -17.1% |
| 1Y | -11.1% | +0.6% | -11.6% | -15.3% |
| 3Y | +75.6% | +155.2% | -79.6% | +35.3% |
| 5Y | +35.8% | +305.8% | -270.0% | -7.8% |
| All | +35.8% | +278.7% | -242.9% | -7.8% |
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