+18.8%
BX vs UEC
+289.3%
-270.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.2% | -3.2% |
| 7D | -5.7% | -0.2% | -5.5% | -5.6% |
| 30D | -8.9% | +1.9% | -10.8% | -9.4% |
| 3M | +8.4% | +8.9% | -0.5% | +5.9% |
| 6M | +18.9% | -14.5% | +33.4% | +19.2% |
| YTD | -13.6% | -0.7% | -12.9% | -16.6% |
| 1Y | -22.4% | -4.1% | -18.4% | -26.1% |
| 3Y | +26.0% | +148.9% | -122.9% | -7.7% |
| 5Y | +18.8% | +300.0% | -281.2% | -25.1% |
| All | +18.8% | +289.3% | -270.5% | -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 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