+23.1%
PH vs UEC
-8.9%
+32.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -1.4% |
| 7D | -3.1% | -4.3% | +1.1% | -2.9% |
| 30D | -11.8% | -3.8% | -7.9% | -11.7% |
| 3M | +6.9% | +17.0% | -10.1% | +6.0% |
| 6M | -1.3% | -23.9% | +22.6% | -1.4% |
| YTD | +7.0% | -5.7% | +12.6% | +7.2% |
| 1Y | +23.1% | -12.5% | +35.6% | +22.2% |
| All | +23.1% | -8.9% | +32.0% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling