+76.6%
PEP vs UEC
+933.9%
-857.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | +0.5% |
| 7D | +0.1% | +2.6% | -2.5% | 0.0% |
| 30D | +0.7% | +5.6% | -4.9% | +0.3% |
| 3M | -0.5% | -5.7% | +5.2% | -0.6% |
| 6M | -11.3% | -8.0% | -3.3% | -11.6% |
| YTD | -0.6% | +1.8% | -2.4% | -1.7% |
| 1Y | +1.7% | +0.6% | +1.1% | +0.1% |
| 3Y | -12.5% | +155.2% | -167.6% | -19.9% |
| 5Y | +3.9% | +305.8% | -301.9% | -11.7% |
| 10Y | +76.6% | +943.0% | -866.4% | +23.6% |
| All | +76.6% | +933.9% | -857.3% | +23.6% |
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