+94.8%
BNS vs UEC
+273.6%
-178.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.2% |
| 7D | -2.2% | -4.3% | +2.1% | -1.9% |
| 30D | +4.5% | -3.8% | +8.3% | +4.7% |
| 3M | +14.9% | +17.0% | -2.1% | +13.0% |
| 6M | +32.5% | -23.9% | +56.4% | +33.9% |
| YTD | +28.6% | -5.7% | +34.3% | +27.1% |
| 1Y | +48.4% | -12.5% | +60.9% | +46.3% |
| 3Y | +130.8% | +136.5% | -5.7% | +101.7% |
| 5Y | +94.8% | +243.3% | -148.5% | +59.6% |
| All | +94.8% | +273.6% | -178.8% | +59.6% |
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