+40.9%
BP vs UEC
-1.0%
+41.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +1.8% |
| 7D | +4.0% | -0.2% | +4.2% | +4.0% |
| 30D | +7.8% | +1.9% | +5.9% | +7.9% |
| 3M | +8.4% | +8.9% | -0.6% | +8.4% |
| 6M | +15.1% | -14.5% | +29.5% | +15.4% |
| YTD | +36.4% | -0.7% | +37.1% | +36.6% |
| 1Y | +40.9% | -4.1% | +45.0% | +40.9% |
| All | +40.9% | -1.0% | +41.9% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling