+56.0%
PBF vs UEC
+156.3%
-100.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.0% | +0.2% | +3.0% |
| 7D | +2.4% | +2.6% | -0.2% | +2.2% |
| 30D | +24.9% | +5.6% | +19.3% | +24.0% |
| 3M | +81.9% | -5.7% | +87.6% | +81.6% |
| 6M | +79.4% | -8.0% | +87.4% | +76.9% |
| YTD | +188.3% | +1.8% | +186.5% | +178.5% |
| 1Y | +177.3% | +0.6% | +176.7% | +162.4% |
| 3Y | +56.0% | +155.2% | -99.2% | +18.4% |
| All | +56.0% | +156.3% | -100.3% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling