-41.1%
UEC vs BAM
+5.0%
-46.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +2.3% | +7.8% | +8.6% |
| 7D | +1.5% | +5.3% | -3.8% | -1.6% |
| 30D | -17.1% | +18.1% | -35.2% | -25.9% |
| 3M | -32.3% | +4.2% | -36.6% | -34.2% |
| 6M | -49.7% | +11.1% | -60.8% | -53.3% |
| YTD | -34.8% | +6.6% | -41.4% | -38.3% |
| All | -41.1% | +5.0% | -46.1% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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