+275.9%
UEC vs BUD
+201.1%
+74.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -6.9% | +0.3% | -7.2% | -7.1% |
| 30D | +7.6% | -5.7% | +13.3% | +11.2% |
| 3M | -18.4% | +3.1% | -21.5% | -20.8% |
| 6M | -23.3% | +7.9% | -31.1% | -27.6% |
| YTD | -1.2% | +27.3% | -28.5% | -16.0% |
| 1Y | +2.3% | +37.8% | -35.5% | -17.9% |
| 3Y | +162.3% | +49.8% | +112.4% | +91.3% |
| 5Y | +287.2% | +43.8% | +243.4% | +184.1% |
| 10Y | +1,009.6% | -22.6% | +1,032.2% | +1,019.3% |
| All | +275.9% | +201.1% | +74.8% | +17.3% |
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 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