+463.5%
BTSG vs UEC
+57.0%
+406.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +2.9% | -0.2% | +3.1% | +2.9% |
| 30D | +0.9% | +1.9% | -1.1% | +0.2% |
| 3M | +1.6% | +8.9% | -7.3% | -0.6% |
| 6M | +46.8% | -14.5% | +61.2% | +46.5% |
| YTD | +65.5% | -0.7% | +66.2% | +59.6% |
| 1Y | +136.2% | -4.1% | +140.3% | +124.6% |
| All | +463.5% | +57.0% | +406.6% | +361.3% |
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