+384.1%
BNS vs UEC
+78.8%
+305.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -4.1% | -1.3% |
| 7D | +1.8% | +2.6% | -0.8% | +1.6% |
| 30D | +4.5% | +5.6% | -1.1% | +3.8% |
| 3M | +15.8% | -5.7% | +21.5% | +15.6% |
| 6M | +31.5% | -8.0% | +39.5% | +30.8% |
| YTD | +28.6% | +1.8% | +26.8% | +26.1% |
| 1Y | +48.2% | +0.6% | +47.6% | +44.1% |
| 3Y | +130.8% | +155.2% | -24.4% | +99.1% |
| 5Y | +94.9% | +305.8% | -210.9% | +52.4% |
| 10Y | +179.6% | +943.0% | -763.4% | +79.4% |
| All | +384.1% | +78.8% | +305.3% | +163.5% |
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