+82.3%
PL vs UEC
+274.7%
-192.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.5% | -1.3% |
| 7D | -9.3% | -6.9% | -2.4% | -7.4% |
| 30D | -18.9% | +7.6% | -26.6% | -21.1% |
| 3M | -58.4% | -18.4% | -40.0% | -56.1% |
| 6M | -30.3% | -23.3% | -7.0% | -26.0% |
| YTD | -8.1% | -1.2% | -6.9% | -8.3% |
| 1Y | +180.5% | +2.3% | +178.2% | +176.4% |
| 3Y | +444.1% | +162.3% | +281.9% | +304.3% |
| All | +82.3% | +274.7% | -192.4% | +19.8% |
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