+623.9%
UEC vs BUD
-2.1%
+626.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.6% |
| 7D | -3.8% | +1.0% | -4.8% | -4.2% |
| 30D | -13.5% | +6.7% | -20.2% | -16.9% |
| 3M | -40.5% | +5.7% | -46.2% | -42.7% |
| 6M | -56.7% | +5.8% | -62.5% | -58.7% |
| YTD | -43.0% | +34.4% | -77.4% | -52.3% |
| 1Y | -42.5% | +33.3% | -75.8% | -51.9% |
| 3Y | +11.6% | +48.8% | -37.3% | -15.0% |
| 5Y | +21.8% | +52.5% | -30.8% | -10.5% |
| All | +623.9% | -2.1% | +626.0% | +422.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling