+278.6%
BR vs UEC
+616.1%
-337.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.7% |
| 7D | +1.1% | -3.8% | +4.8% | +1.3% |
| 30D | +14.4% | -13.5% | +27.9% | +15.3% |
| 3M | +12.4% | -40.5% | +52.9% | +16.1% |
| 6M | +35.4% | -56.7% | +92.1% | +42.2% |
| YTD | -12.2% | -43.0% | +30.8% | -10.9% |
| 1Y | -12.7% | -42.5% | +29.8% | -11.8% |
| 3Y | +14.3% | +11.6% | +2.7% | +4.5% |
| 5Y | +19.3% | +21.8% | -2.5% | +2.8% |
| All | +278.6% | +616.1% | -337.6% | +155.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling