+604.2%
PENG vs UEC
+386.1%
+218.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.4% | -5.0% |
| 7D | +13.2% | -3.8% | +17.0% | +14.3% |
| 30D | -29.9% | -13.5% | -16.4% | -26.7% |
| 3M | -22.2% | -40.5% | +18.2% | -11.8% |
| 6M | -1.9% | -56.7% | +54.8% | +19.6% |
| YTD | +142.1% | -43.0% | +185.1% | +171.2% |
| 1Y | +151.5% | -42.5% | +194.1% | +179.1% |
| 3Y | +206.9% | +11.6% | +195.4% | +168.9% |
| 5Y | +58.2% | +21.8% | +36.5% | +20.7% |
| All | +604.2% | +386.1% | +218.1% | +188.8% |
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