+13.7%
BR vs UEC
+20.6%
-6.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.7% |
| 7D | -1.3% | +4.9% | -6.2% | -1.2% |
| 30D | +13.7% | -17.5% | +31.1% | +13.7% |
| 3M | +13.8% | -40.1% | +54.0% | +13.9% |
| 6M | +29.7% | -56.1% | +85.8% | +30.3% |
| YTD | -12.6% | -41.8% | +29.2% | -13.1% |
| 1Y | -12.4% | -44.8% | +32.4% | -12.9% |
| All | +13.7% | +20.6% | -6.9% | +5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling