+148.2%
UEC vs BUD
+218.9%
-70.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.3% | +8.8% | +9.3% |
| 7D | +1.5% | +1.3% | +0.1% | +0.4% |
| 30D | -17.1% | +10.0% | -27.1% | -22.3% |
| 3M | -32.3% | +1.6% | -33.9% | -33.8% |
| 6M | -49.7% | +6.5% | -56.2% | -52.7% |
| YTD | -34.8% | +34.8% | -69.6% | -47.0% |
| 1Y | -37.5% | +36.5% | -74.0% | -49.9% |
| 3Y | +37.1% | +49.0% | -11.9% | 0.0% |
| 5Y | +44.3% | +51.7% | -7.4% | +2.0% |
| 10Y | +737.4% | -7.5% | +744.9% | +639.3% |
| All | +148.2% | +218.9% | -70.6% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling