+253.6%
PEG vs UEC
+73.5%
+180.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +0.7% | -6.9% | +7.6% | +1.1% |
| 30D | -2.4% | +7.6% | -10.1% | -2.9% |
| 3M | -4.8% | -18.4% | +13.6% | -4.2% |
| 6M | -10.7% | -23.3% | +12.6% | -10.2% |
| YTD | -6.7% | -1.2% | -5.5% | -7.7% |
| 1Y | -6.8% | +2.3% | -9.1% | -8.5% |
| 3Y | +34.5% | +162.3% | -127.8% | +23.6% |
| 5Y | +35.8% | +287.2% | -251.5% | +18.6% |
| 10Y | +141.7% | +1,009.6% | -867.9% | +87.1% |
| All | +253.6% | +73.5% | +180.0% | +145.6% |
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