+26.7%
BTDR vs UEC
+450.5%
-423.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.7% | +1.7% |
| 7D | +22.4% | +2.6% | +19.8% | +21.7% |
| 30D | +16.5% | +5.6% | +10.9% | +15.2% |
| 3M | -31.5% | -5.7% | -25.8% | -30.7% |
| 6M | +74.0% | -8.0% | +82.1% | +76.6% |
| YTD | +13.0% | +1.8% | +11.2% | +13.4% |
| 1Y | -0.2% | +0.6% | -0.8% | +0.1% |
| 3Y | +9.9% | +155.2% | -145.3% | -0.7% |
| 5Y | +28.1% | +305.8% | -277.7% | +13.9% |
| All | +26.7% | +450.5% | -423.8% | +13.1% |
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