+97.7%
PFG vs UEC
+39.8%
+57.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.2% |
| 7D | -2.2% | +0.6% | -2.8% | -2.4% |
| 30D | +6.4% | -18.1% | +24.5% | +8.0% |
| 3M | +2.2% | -36.9% | +39.2% | +6.0% |
| 6M | +16.3% | -56.1% | +72.4% | +23.9% |
| YTD | +33.2% | -38.1% | +71.3% | +35.4% |
| 1Y | +40.6% | -41.7% | +82.3% | +43.3% |
| 3Y | +83.3% | +28.2% | +55.2% | +62.2% |
| 5Y | +97.7% | +31.7% | +66.0% | +65.1% |
| All | +97.7% | +39.8% | +57.9% | +65.1% |
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