-3.1%
BSX vs UEC
+273.6%
-276.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.0% | +0.9% | -3.8% |
| 7D | -8.2% | -4.3% | -3.9% | -7.9% |
| 30D | -15.8% | -3.8% | -12.0% | -15.7% |
| 3M | -10.8% | +17.0% | -27.8% | -12.1% |
| 6M | -38.4% | -23.9% | -14.5% | -37.8% |
| YTD | -54.8% | -5.7% | -49.1% | -55.2% |
| 1Y | -59.0% | -12.5% | -46.5% | -59.5% |
| 3Y | -20.0% | +136.5% | -156.5% | -29.5% |
| 5Y | -3.1% | +243.3% | -246.4% | -18.6% |
| All | -3.1% | +273.6% | -276.6% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling