+172.4%
PFE vs UEC
+73.5%
+98.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | +1.8% | -6.9% | +8.7% | +2.1% |
| 30D | +10.2% | +7.6% | +2.6% | +9.7% |
| 3M | +12.7% | -18.4% | +31.1% | +13.4% |
| 6M | +10.5% | -23.3% | +33.8% | +11.1% |
| YTD | +20.2% | -1.2% | +21.4% | +18.9% |
| 1Y | +24.1% | +2.3% | +21.8% | +21.9% |
| 3Y | -3.6% | +162.3% | -165.8% | -11.8% |
| 5Y | -20.9% | +287.2% | -308.1% | -31.6% |
| 10Y | +35.8% | +1,009.6% | -973.8% | +2.9% |
| All | +172.4% | +73.5% | +98.8% | +89.6% |
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 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