+71.4%
BTI vs UEC
+885.8%
-814.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +5.9% | +1.0% |
| 7D | -0.2% | -9.4% | +9.2% | +0.4% |
| 30D | -1.1% | -8.0% | +6.9% | -0.8% |
| 3M | -8.8% | -1.7% | -7.1% | -9.1% |
| 6M | -4.0% | -26.1% | +22.2% | -3.2% |
| YTD | +0.4% | -10.5% | +10.9% | -0.5% |
| 1Y | +1.9% | -13.3% | +15.2% | +0.5% |
| 3Y | +108.5% | +116.4% | -7.8% | +86.8% |
| 5Y | +118.5% | +225.5% | -107.0% | +80.0% |
| All | +71.4% | +885.8% | -814.4% | +15.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling