+632.3%
PENG vs UEC
+427.7%
+204.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.8% | +9.5% | +10.1% |
| 7D | +1.9% | +0.6% | +1.3% | +2.4% |
| 30D | -37.8% | -18.1% | -19.7% | -34.0% |
| 3M | -14.1% | -36.9% | +22.8% | -4.0% |
| 6M | +13.1% | -56.1% | +69.2% | +37.1% |
| YTD | +151.8% | -38.1% | +189.9% | +176.6% |
| 1Y | +136.0% | -41.7% | +177.7% | +160.9% |
| 3Y | +217.9% | +28.2% | +189.8% | +169.5% |
| 5Y | +64.1% | +31.7% | +32.4% | +22.9% |
| All | +632.3% | +427.7% | +204.6% | +194.5% |
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