+196.6%
PH vs UEC
+28.6%
+168.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.8% | -3.9% | +2.1% |
| 7D | +2.0% | -10.2% | +12.2% | +3.2% |
| 30D | -3.7% | -26.9% | +23.3% | -0.3% |
| 3M | -14.0% | -35.7% | +21.7% | -10.1% |
| 6M | +2.1% | -56.1% | +58.2% | +10.4% |
| YTD | +5.1% | -40.8% | +45.8% | +8.2% |
| 1Y | +10.9% | -43.4% | +54.3% | +14.3% |
| 3Y | +132.9% | +25.4% | +107.6% | +102.2% |
| All | +196.6% | +28.6% | +168.0% | +143.7% |
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