+255.2%
PBF vs UEC
+623.0%
-367.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +5.0% | +5.6% |
| 7D | -4.0% | +0.6% | -4.5% | -4.2% |
| 30D | -18.0% | -18.1% | +0.1% | -14.6% |
| 3M | +0.9% | -36.9% | +37.8% | +10.6% |
| 6M | +65.7% | -56.1% | +121.8% | +93.5% |
| YTD | +161.9% | -38.1% | +200.0% | +168.7% |
| 1Y | +77.8% | -41.7% | +119.5% | +83.3% |
| 3Y | +74.9% | +28.2% | +46.7% | +26.8% |
| 5Y | +423.4% | +31.7% | +391.7% | +227.1% |
| 10Y | +255.2% | +685.9% | -430.7% | +4.7% |
| All | +255.2% | +623.0% | -367.8% | +4.7% |
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