+186.4%
PAAS vs UEC
+765.9%
-579.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.1% | -7.2% | +0.8% |
| 7D | +8.8% | +1.5% | +7.4% | +8.2% |
| 30D | -8.5% | -17.1% | +8.6% | -5.1% |
| 3M | -17.0% | -32.3% | +15.3% | -10.5% |
| 6M | -27.9% | -49.7% | +21.8% | -18.0% |
| YTD | -17.5% | -34.8% | +17.3% | -11.2% |
| 1Y | +22.8% | -37.5% | +60.4% | +32.5% |
| 3Y | +224.2% | +37.1% | +187.2% | +189.8% |
| 5Y | +73.6% | +44.3% | +29.3% | +43.2% |
| 10Y | +186.4% | +737.4% | -551.0% | +81.4% |
| All | +186.4% | +765.9% | -579.6% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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