+485.1%
PFGC vs UEC
+566.0%
-80.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.4% |
| 7D | +3.4% | -3.8% | +7.2% | +3.8% |
| 30D | +16.9% | -13.5% | +30.4% | +18.6% |
| 3M | +6.4% | -40.5% | +46.9% | +12.5% |
| 6M | +16.0% | -56.7% | +72.7% | +26.2% |
| YTD | +23.6% | -43.0% | +66.6% | +28.1% |
| 1Y | +16.6% | -42.5% | +59.1% | +20.0% |
| 3Y | +82.3% | +11.6% | +70.7% | +60.8% |
| 5Y | +138.7% | +21.8% | +117.0% | +92.2% |
| 10Y | +352.8% | +623.9% | -271.1% | +137.6% |
| All | +485.1% | +566.0% | -80.9% | +201.4% |
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