+1,369.2%
BR vs UEC
+0.2%
+1,369.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.6% |
| 7D | +1.1% | -3.8% | +4.8% | +1.3% |
| 30D | +14.4% | -13.5% | +27.9% | +15.2% |
| 3M | +12.4% | -40.5% | +52.9% | +15.8% |
| 6M | +35.4% | -56.7% | +92.1% | +41.6% |
| YTD | -12.2% | -43.0% | +30.8% | -10.8% |
| 1Y | -12.7% | -42.5% | +29.8% | -11.7% |
| 3Y | +14.3% | +11.6% | +2.7% | +6.6% |
| 5Y | +19.3% | +21.8% | -2.5% | +6.4% |
| 10Y | +278.1% | +623.9% | -345.8% | +171.7% |
| All | +1,369.2% | +0.2% | +1,369.1% | +732.5% |
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