+851.5%
BX vs UEC
+60.5%
+791.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +1.7% |
| 7D | +0.6% | -3.8% | +4.3% | +1.0% |
| 30D | +14.2% | -13.5% | +27.7% | +16.1% |
| 3M | -18.7% | -40.5% | +21.7% | -13.4% |
| 6M | +2.5% | -56.7% | +59.1% | +12.8% |
| YTD | -18.8% | -43.0% | +24.2% | -15.0% |
| 1Y | -10.3% | -42.5% | +32.2% | -6.7% |
| 3Y | +35.4% | +11.6% | +23.8% | +22.0% |
| 5Y | +0.3% | +21.8% | -21.5% | -15.8% |
| 10Y | +668.4% | +623.9% | +44.5% | +338.9% |
| All | +851.5% | +60.5% | +791.1% | +345.9% |
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 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