+76.4%
PBF vs UEC
+20.6%
+55.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.9% | +8.2% | +2.7% |
| 7D | +4.3% | +4.9% | -0.7% | +3.9% |
| 30D | -21.8% | -17.5% | -4.3% | -20.9% |
| 3M | +1.7% | -40.1% | +41.9% | +4.9% |
| 6M | +69.8% | -56.1% | +125.9% | +78.9% |
| YTD | +167.7% | -41.8% | +209.5% | +168.6% |
| 1Y | +89.0% | -44.8% | +133.8% | +89.9% |
| All | +76.4% | +20.6% | +55.8% | +48.9% |
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