+48.5%
PFE vs UEC
+631.2%
-582.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.8% | -1.8% |
| 7D | -2.1% | +4.9% | -7.0% | -2.4% |
| 30D | +3.1% | -17.5% | +20.6% | +3.9% |
| 3M | +11.2% | -40.1% | +51.3% | +13.5% |
| 6M | +15.0% | -56.1% | +71.2% | +18.7% |
| YTD | +23.5% | -41.8% | +65.3% | +25.0% |
| 1Y | +18.9% | -44.8% | +63.7% | +20.4% |
| 3Y | +18.7% | +20.6% | -1.8% | +12.1% |
| 5Y | -24.0% | +24.3% | -48.3% | -30.8% |
| All | +48.5% | +631.2% | -582.7% | +4.8% |
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