+181.4%
PFE vs UEC
+4.1%
+177.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.8% | -8.4% | -2.0% |
| 7D | -3.7% | -10.2% | +6.5% | -3.2% |
| 30D | +5.0% | -26.9% | +31.9% | +6.4% |
| 3M | +12.2% | -35.7% | +47.9% | +14.2% |
| 6M | +14.6% | -56.1% | +70.7% | +18.3% |
| YTD | +24.1% | -40.8% | +64.9% | +25.6% |
| 1Y | +26.6% | -43.4% | +69.9% | +28.1% |
| 3Y | +14.3% | +25.4% | -11.0% | +8.5% |
| 5Y | -21.9% | +51.1% | -73.0% | -29.0% |
| 10Y | +62.6% | +695.4% | -632.8% | +25.0% |
| All | +181.4% | +4.1% | +177.3% | +100.3% |
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