+179.8%
PFE vs UEC
+14.6%
+165.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.1% | -10.7% | -1.0% |
| 7D | -4.7% | +1.5% | -6.2% | -4.8% |
| 30D | +3.4% | -17.1% | +20.4% | +4.1% |
| 3M | +9.2% | -32.3% | +41.6% | +10.9% |
| 6M | +15.8% | -49.7% | +65.6% | +18.8% |
| YTD | +23.4% | -34.8% | +58.2% | +24.3% |
| 1Y | +25.8% | -37.5% | +63.4% | +26.7% |
| 3Y | +17.8% | +37.1% | -19.2% | +11.3% |
| 5Y | -20.2% | +44.3% | -64.5% | -27.1% |
| 10Y | +49.6% | +737.4% | -687.8% | +14.6% |
| All | +179.8% | +14.6% | +165.3% | +98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling