-59.3%
PINS vs UEC
+47.5%
-106.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.8% | -11.0% | -5.2% |
| 7D | -2.1% | -10.2% | +8.2% | -0.6% |
| 30D | -6.6% | -26.9% | +20.3% | -2.4% |
| 3M | -18.7% | -35.7% | +17.0% | -13.9% |
| 6M | -10.4% | -56.1% | +45.7% | -0.6% |
| YTD | -26.8% | -40.8% | +14.0% | -24.8% |
| 1Y | -27.9% | -43.4% | +15.5% | -26.0% |
| 3Y | -38.7% | +25.4% | -64.0% | -52.2% |
| All | -59.3% | +47.5% | -106.8% | -75.0% |
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