+135.8%
BP vs UEC
+278.7%
-142.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.0% | -0.6% | +2.2% |
| 7D | +0.9% | +2.6% | -1.7% | +0.7% |
| 30D | +9.1% | +5.6% | +3.5% | +8.3% |
| 3M | +3.9% | -5.7% | +9.6% | +3.7% |
| 6M | +13.6% | -8.0% | +21.7% | +12.5% |
| YTD | +34.0% | +1.8% | +32.2% | +30.2% |
| 1Y | +39.2% | +0.6% | +38.6% | +33.6% |
| 3Y | +36.4% | +155.2% | -118.7% | +9.8% |
| 5Y | +135.8% | +305.8% | -170.0% | +71.1% |
| All | +135.8% | +278.7% | -142.9% | +71.1% |
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