+48.1%
PAAS vs UEC
+21.1%
+27.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | 0.0% |
| 7D | -8.9% | -3.8% | -5.2% | -8.0% |
| 30D | -11.4% | -13.5% | +2.1% | -8.1% |
| 3M | -20.4% | -40.5% | +20.0% | -9.1% |
| 6M | -40.7% | -56.7% | +16.0% | -27.0% |
| YTD | -26.9% | -43.0% | +16.0% | -16.7% |
| 1Y | -3.1% | -42.5% | +39.5% | +9.6% |
| 3Y | +199.3% | +11.6% | +187.7% | +171.3% |
| All | +48.1% | +21.1% | +27.0% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling