+645.0%
PENG vs UEC
+396.4%
+248.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.9% | +7.7% | +3.2% |
| 7D | +34.6% | +4.9% | +29.7% | +33.2% |
| 30D | -35.9% | -17.5% | -18.5% | -32.2% |
| 3M | -14.7% | -40.1% | +25.4% | -3.4% |
| 6M | +13.5% | -56.1% | +69.7% | +37.9% |
| YTD | +156.1% | -41.8% | +197.9% | +185.4% |
| 1Y | +141.3% | -44.8% | +186.1% | +170.3% |
| 3Y | +223.4% | +20.6% | +202.9% | +178.1% |
| 5Y | +67.4% | +24.3% | +43.1% | +27.0% |
| All | +645.0% | +396.4% | +248.6% | +203.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling