+23.9%
BTI vs UEC
-46.3%
+70.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.9% | +8.3% | +3.3% |
| 7D | +5.3% | -13.8% | +19.1% | +5.0% |
| 30D | +19.1% | -23.1% | +42.2% | +18.6% |
| 3M | +6.5% | -31.5% | +38.0% | +5.8% |
| 6M | +9.4% | -51.5% | +60.9% | +10.0% |
| YTD | +14.4% | -38.4% | +52.8% | +15.0% |
| 1Y | +23.9% | -44.7% | +68.6% | +24.9% |
| All | +23.9% | -46.3% | +70.2% | +24.9% |
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