+35.6%
PEG vs UEC
+289.3%
-253.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.2% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | -1.7% | +1.9% | -3.7% | -2.0% |
| 3M | -6.8% | +8.9% | -15.7% | -7.5% |
| 6M | -11.4% | -14.5% | +3.1% | -11.4% |
| YTD | -7.2% | -0.7% | -6.5% | -8.3% |
| 1Y | -6.1% | -4.1% | -2.1% | -7.6% |
| 3Y | +31.8% | +148.9% | -117.2% | +20.4% |
| 5Y | +35.6% | +300.0% | -264.4% | +21.0% |
| All | +35.6% | +289.3% | -253.7% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling