+624.8%
BN vs UEC
+73.5%
+551.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -2.5% | -6.9% | +4.5% | -1.6% |
| 30D | -9.5% | +7.6% | -17.1% | -10.5% |
| 3M | -10.4% | -18.4% | +8.0% | -9.1% |
| 6M | -6.4% | -23.3% | +16.9% | -4.9% |
| YTD | -11.9% | -1.2% | -10.7% | -13.8% |
| 1Y | -8.6% | +2.3% | -10.9% | -12.0% |
| 3Y | +77.6% | +162.3% | -84.7% | +47.2% |
| 5Y | +37.0% | +287.2% | -250.2% | +2.6% |
| 10Y | +266.4% | +1,009.6% | -743.2% | +114.9% |
| All | +624.8% | +73.5% | +551.3% | +219.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling