+330.8%
PBF vs UEC
+406.1%
-75.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | +4.3% | -6.9% | +11.2% | +5.7% |
| 30D | +22.0% | +7.6% | +14.3% | +19.6% |
| 3M | +74.5% | -18.4% | +92.9% | +78.2% |
| 6M | +67.7% | -23.3% | +91.0% | +69.0% |
| YTD | +179.2% | -1.2% | +180.4% | +163.9% |
| 1Y | +170.0% | +2.3% | +167.7% | +146.3% |
| 3Y | +66.4% | +162.3% | -95.9% | +13.8% |
| 5Y | +764.5% | +287.2% | +477.2% | +392.4% |
| 10Y | +358.5% | +1,009.6% | -651.1% | +84.5% |
| All | +330.8% | +406.1% | -75.4% | +71.3% |
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