+92.2%
BP vs UEC
+7.8%
+84.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.6% |
| 7D | -6.3% | -5.2% | -1.2% | -5.9% |
| 30D | -3.6% | -22.0% | +18.4% | -1.5% |
| 3M | +5.2% | -37.0% | +42.2% | +9.5% |
| 6M | +5.3% | -52.7% | +58.0% | +11.7% |
| YTD | +33.1% | -38.6% | +71.7% | +35.6% |
| 1Y | +26.3% | -44.6% | +70.9% | +29.5% |
| 3Y | +47.5% | +27.1% | +20.4% | +31.6% |
| 5Y | +106.2% | +37.9% | +68.3% | +72.4% |
| 10Y | +127.0% | +631.6% | -504.7% | +40.8% |
| All | +92.2% | +7.8% | +84.3% | +0.9% |
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 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