+579.6%
PENG vs UEC
+456.2%
+123.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +10.1% | -0.9% | +6.8% |
| 7D | -3.8% | +1.5% | -5.3% | -3.4% |
| 30D | -40.1% | -17.1% | -23.0% | -36.7% |
| 3M | -21.8% | -32.3% | +10.5% | -14.0% |
| 6M | +3.3% | -49.7% | +53.1% | +21.3% |
| YTD | +133.6% | -34.8% | +168.4% | +153.4% |
| 1Y | +110.7% | -37.5% | +148.2% | +129.3% |
| 3Y | +204.3% | +37.1% | +167.2% | +153.8% |
| 5Y | +54.4% | +44.3% | +10.0% | +13.1% |
| All | +579.6% | +456.2% | +123.3% | +169.8% |
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