-16.4%
PINS vs UEC
+754.8%
-771.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.4% | -2.2% |
| 7D | -12.0% | -6.9% | -5.1% | -10.8% |
| 30D | -12.7% | +7.6% | -20.3% | -14.3% |
| 3M | -5.5% | -18.4% | +12.9% | -3.3% |
| 6M | +5.3% | -23.3% | +28.5% | +7.0% |
| YTD | -21.2% | -1.2% | -20.0% | -25.2% |
| 1Y | -45.0% | +2.3% | -47.3% | -49.7% |
| 3Y | -26.2% | +162.3% | -188.5% | -50.2% |
| 5Y | -64.0% | +287.2% | -351.2% | -80.4% |
| All | -16.4% | +754.8% | -771.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling