+55.5%
PENG vs UEC
+33.3%
+22.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.9% | +3.6% | -0.8% |
| 7D | -16.1% | -5.2% | -10.9% | -14.3% |
| 30D | -41.5% | -22.0% | -19.5% | -37.3% |
| 3M | -19.1% | -37.0% | +17.9% | -9.6% |
| 6M | +0.9% | -52.7% | +53.6% | +19.5% |
| YTD | +128.2% | -38.6% | +166.8% | +151.1% |
| 1Y | +98.6% | -44.6% | +143.2% | +121.8% |
| 3Y | +188.2% | +27.1% | +161.1% | +147.4% |
| 5Y | +55.5% | +37.9% | +17.6% | +19.0% |
| All | +55.5% | +33.3% | +22.2% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling