+35.2%
PFE vs UEC
+908.7%
-873.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.1% |
| 7D | -4.3% | -0.2% | -4.1% | -4.3% |
| 30D | +2.7% | +1.9% | +0.8% | +2.5% |
| 3M | +10.0% | +8.9% | +1.1% | +9.2% |
| 6M | +7.2% | -14.5% | +21.6% | +7.2% |
| YTD | +17.3% | -0.7% | +18.0% | +16.0% |
| 1Y | +20.3% | -4.1% | +24.4% | +18.4% |
| 3Y | -1.6% | +148.9% | -150.6% | -10.6% |
| 5Y | -21.4% | +300.0% | -321.4% | -33.8% |
| 10Y | +35.2% | +994.3% | -959.1% | -10.7% |
| All | +35.2% | +908.7% | -873.4% | -10.7% |
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