+239.7%
PAAS vs UEC
+908.7%
-668.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.2% | +4.2% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | +2.5% | +1.9% | +0.5% | +1.8% |
| 3M | +15.1% | +8.9% | +6.2% | +12.5% |
| 6M | -12.1% | -14.5% | +2.4% | -10.3% |
| YTD | +3.1% | -0.7% | +3.7% | +1.9% |
| 1Y | +50.8% | -4.1% | +54.9% | +48.7% |
| 3Y | +259.5% | +148.9% | +110.6% | +185.0% |
| 5Y | +126.3% | +300.0% | -173.7% | +54.5% |
| 10Y | +239.7% | +994.3% | -754.6% | +100.5% |
| All | +239.7% | +908.7% | -668.9% | +100.5% |
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