+21.0%
PL vs UEC
-45.1%
+66.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | +0.6% |
| 7D | +10.0% | -3.8% | +13.8% | +12.6% |
| 30D | -2.3% | -13.5% | +11.2% | +6.6% |
| 3M | -44.2% | -40.5% | -3.7% | -26.6% |
| 6M | -66.1% | -56.7% | -9.4% | -47.1% |
| YTD | -30.0% | -43.0% | +13.0% | -12.0% |
| 1Y | +21.0% | -42.5% | +63.6% | +51.0% |
| All | +21.0% | -45.1% | +66.2% | +51.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling