+253.8%
PH vs UEC
+278.7%
-24.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -1.0% |
| 7D | +0.4% | +2.6% | -2.2% | +0.1% |
| 30D | -10.8% | +5.6% | -16.4% | -11.6% |
| 3M | +8.5% | -5.7% | +14.2% | +8.2% |
| 6M | +3.9% | -8.0% | +12.0% | +3.0% |
| YTD | +9.4% | +1.8% | +7.6% | +6.3% |
| 1Y | +26.8% | +0.6% | +26.2% | +21.5% |
| 3Y | +140.8% | +155.2% | -14.3% | +93.9% |
| 5Y | +253.8% | +305.8% | -52.0% | +167.8% |
| All | +253.8% | +278.7% | -24.9% | +167.8% |
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