+631.6%
UEC vs BUD
-4.3%
+635.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.1% | -7.0% | -6.5% |
| 7D | -5.2% | +6.0% | -11.2% | -8.1% |
| 30D | -22.0% | +11.3% | -33.3% | -26.6% |
| 3M | -37.0% | +3.6% | -40.6% | -38.7% |
| 6M | -52.7% | +7.7% | -60.4% | -55.3% |
| YTD | -38.6% | +36.4% | -75.0% | -48.9% |
| 1Y | -44.6% | +37.8% | -82.4% | -54.4% |
| 3Y | +27.1% | +51.2% | -24.1% | -3.9% |
| 5Y | +37.9% | +53.4% | -15.5% | +1.2% |
| 10Y | +631.6% | -3.2% | +634.8% | +424.0% |
| All | +631.6% | -4.3% | +635.9% | +424.0% |
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