+204.3%
PENG vs UEC
+37.5%
+166.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +10.1% | -0.9% | +6.3% |
| 7D | -3.8% | +1.5% | -5.3% | -3.4% |
| 30D | -40.1% | -17.1% | -23.0% | -36.5% |
| 3M | -21.8% | -32.3% | +10.5% | -13.3% |
| 6M | +3.3% | -49.7% | +53.1% | +21.7% |
| YTD | +133.6% | -34.8% | +168.4% | +154.9% |
| 1Y | +110.7% | -37.5% | +148.2% | +130.6% |
| 3Y | +204.3% | +37.1% | +167.2% | +150.3% |
| All | +204.3% | +37.5% | +166.7% | +150.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling