+3,684.3%
PANW vs UEC
+485.9%
+3,198.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.9% | -0.3% |
| 7D | +2.0% | -0.2% | +2.2% | +2.0% |
| 30D | -13.0% | +1.9% | -14.9% | -13.3% |
| 3M | +28.6% | +8.9% | +19.7% | +26.8% |
| 6M | +103.0% | -14.5% | +117.4% | +103.6% |
| YTD | +81.9% | -0.7% | +82.6% | +77.8% |
| 1Y | +69.6% | -4.1% | +73.7% | +64.7% |
| 3Y | +169.4% | +148.9% | +20.5% | +124.5% |
| 5Y | +331.0% | +300.0% | +31.0% | +224.6% |
| 10Y | +1,292.3% | +994.3% | +297.9% | +743.4% |
| All | +3,684.3% | +485.9% | +3,198.4% | +2,261.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling