+207.9%
PDD vs UEC
+649.4%
-441.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -4.1% | -6.9% | +2.9% | -2.9% |
| 30D | -9.6% | +7.6% | -17.2% | -11.2% |
| 3M | -4.3% | -18.4% | +14.1% | -2.2% |
| 6M | -18.8% | -23.3% | +4.5% | -17.0% |
| YTD | -27.5% | -1.2% | -26.3% | -30.1% |
| 1Y | -33.6% | +2.3% | -35.9% | -37.8% |
| 3Y | -20.4% | +162.3% | -182.7% | -42.8% |
| 5Y | -19.6% | +287.2% | -306.8% | -50.0% |
| All | +207.9% | +649.4% | -441.4% | +74.9% |
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 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