+838.5%
BX vs UEC
+63.9%
+774.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.9% | +3.1% | -2.0% |
| 7D | -1.1% | +4.9% | -6.0% | -1.8% |
| 30D | +8.8% | -17.5% | +26.3% | +11.3% |
| 3M | -18.3% | -40.1% | +21.9% | -13.0% |
| 6M | -1.5% | -56.1% | +54.6% | +8.2% |
| YTD | -19.9% | -41.8% | +21.9% | -16.4% |
| 1Y | -14.5% | -44.8% | +30.3% | -10.6% |
| 3Y | +32.3% | +20.6% | +11.7% | +17.9% |
| 5Y | -1.1% | +24.3% | -25.4% | -17.2% |
| 10Y | +657.8% | +639.1% | +18.7% | +331.6% |
| All | +838.5% | +63.9% | +774.6% | +338.5% |
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