-26.8%
BX vs UEC
-8.9%
-17.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.0% | +2.2% | -2.3% |
| 7D | -8.9% | -4.3% | -4.7% | -8.5% |
| 30D | -14.8% | -3.8% | -10.9% | -14.6% |
| 3M | +6.9% | +17.0% | -10.1% | +5.1% |
| 6M | +16.3% | -23.9% | +40.2% | +17.6% |
| YTD | -16.1% | -5.7% | -10.4% | -16.2% |
| 1Y | -26.8% | -12.5% | -14.2% | -25.9% |
| All | -26.8% | -8.9% | -17.9% | -25.9% |
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