+157.3%
PHM vs UEC
+289.3%
-132.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.7% |
| 7D | -3.9% | -0.2% | -3.7% | -3.9% |
| 30D | -8.6% | +1.9% | -10.5% | -8.9% |
| 3M | -2.9% | +8.9% | -11.9% | -4.2% |
| 6M | -5.7% | -14.5% | +8.8% | -5.6% |
| YTD | +1.9% | -0.7% | +2.5% | -0.2% |
| 1Y | -12.3% | -4.1% | -8.3% | -14.8% |
| 3Y | +50.8% | +148.9% | -98.2% | +25.9% |
| 5Y | +157.3% | +300.0% | -142.7% | +98.2% |
| All | +157.3% | +289.3% | -132.0% | +98.2% |
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 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