+145.8%
BWA vs UEC
+939.6%
-793.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.3% |
| 7D | -0.1% | -4.3% | +4.2% | +0.5% |
| 30D | -5.5% | -3.8% | -1.6% | -5.2% |
| 3M | -7.6% | +17.0% | -24.6% | -9.8% |
| 6M | +25.0% | -23.9% | +48.9% | +27.6% |
| YTD | +47.0% | -5.7% | +52.6% | +44.8% |
| 1Y | +54.0% | -12.5% | +66.5% | +51.2% |
| 3Y | +70.7% | +136.5% | -65.8% | +40.6% |
| 5Y | +86.7% | +243.3% | -156.6% | +36.2% |
| All | +145.8% | +939.6% | -793.9% | +25.1% |
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 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