-5.3%
BRO vs UEC
-46.3%
+41.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.9% | +9.3% | +4.0% |
| 7D | +12.4% | -13.8% | +26.2% | +11.1% |
| 30D | +21.6% | -23.1% | +44.7% | +19.4% |
| 3M | +4.3% | -31.5% | +35.9% | +1.7% |
| 6M | +29.2% | -51.5% | +80.7% | +24.5% |
| YTD | -6.4% | -38.4% | +32.1% | -9.0% |
| 1Y | -5.3% | -44.7% | +39.4% | -8.0% |
| All | -5.3% | -46.3% | +41.0% | -8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling