+305.8%
UEC vs BUD
+45.2%
+260.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.3% |
| 7D | +2.6% | +0.8% | +1.8% | +2.3% |
| 30D | +5.6% | -4.8% | +10.4% | +7.6% |
| 3M | -5.7% | +1.4% | -7.1% | -7.0% |
| 6M | -8.0% | +9.9% | -17.9% | -12.6% |
| YTD | +1.8% | +26.3% | -24.6% | -9.0% |
| 1Y | +0.6% | +36.1% | -35.6% | -13.6% |
| 3Y | +155.2% | +48.6% | +106.6% | +102.2% |
| 5Y | +305.8% | +45.0% | +260.8% | +204.1% |
| All | +305.8% | +45.2% | +260.6% | +204.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling