+37.1%
UEC vs BUD
+48.5%
-11.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.3% | +8.8% | +10.0% |
| 7D | +1.5% | +1.3% | +0.1% | +1.3% |
| 30D | -17.1% | +10.0% | -27.1% | -18.4% |
| 3M | -32.3% | +1.6% | -33.9% | -32.5% |
| 6M | -49.7% | +6.5% | -56.2% | -50.5% |
| YTD | -34.8% | +34.8% | -69.6% | -38.6% |
| 1Y | -37.5% | +36.5% | -74.0% | -41.3% |
| 3Y | +37.1% | +49.0% | -11.9% | +25.3% |
| All | +37.1% | +48.5% | -11.5% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling