-20.7%
PFE vs UEC
+274.7%
-295.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | +1.8% | -6.9% | +8.7% | +1.9% |
| 30D | +10.2% | +7.6% | +2.6% | +10.0% |
| 3M | +12.7% | -18.4% | +31.1% | +12.9% |
| 6M | +10.5% | -23.3% | +33.8% | +10.7% |
| YTD | +20.2% | -1.2% | +21.4% | +19.6% |
| 1Y | +24.1% | +2.3% | +21.8% | +23.0% |
| 3Y | -3.6% | +162.3% | -165.8% | -8.3% |
| All | -20.7% | +274.7% | -295.4% | -24.6% |
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 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