+391.0%
BWA vs UEC
+78.8%
+312.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.0% | -4.9% | -2.3% |
| 7D | +4.3% | +2.6% | +1.7% | +3.9% |
| 30D | -2.9% | +5.6% | -8.5% | -3.7% |
| 3M | -12.4% | -5.7% | -6.7% | -12.3% |
| 6M | +28.6% | -8.0% | +36.6% | +28.3% |
| YTD | +48.2% | +1.8% | +46.4% | +44.8% |
| 1Y | +50.9% | +0.6% | +50.3% | +45.6% |
| 3Y | +72.2% | +155.2% | -83.0% | +40.9% |
| 5Y | +91.1% | +305.8% | -214.7% | +37.1% |
| 10Y | +144.0% | +943.0% | -799.0% | +33.5% |
| All | +391.0% | +78.8% | +312.2% | +109.2% |
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