+362.2%
PBF vs UEC
+908.7%
-546.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.3% |
| 7D | +1.4% | -0.2% | +1.5% | +1.4% |
| 30D | +15.8% | +1.9% | +13.9% | +14.6% |
| 3M | +90.3% | +8.9% | +81.4% | +82.3% |
| 6M | +102.8% | -14.5% | +117.3% | +99.4% |
| YTD | +187.3% | -0.7% | +188.0% | +166.7% |
| 1Y | +161.8% | -4.1% | +165.9% | +136.5% |
| 3Y | +55.5% | +148.9% | -93.5% | -4.0% |
| 5Y | +801.9% | +300.0% | +501.9% | +312.3% |
| 10Y | +362.2% | +994.3% | -632.1% | +26.1% |
| All | +362.2% | +908.7% | -546.5% | +26.1% |
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