+234.3%
PLD vs UEC
+903.5%
-669.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -2.4% | -6.9% | +4.5% | -1.8% |
| 30D | -2.4% | +7.6% | -10.1% | -3.2% |
| 3M | -3.8% | -18.4% | +14.6% | -2.8% |
| 6M | 0.0% | -23.3% | +23.3% | +0.9% |
| YTD | +9.2% | -1.2% | +10.4% | +7.1% |
| 1Y | +25.9% | +2.3% | +23.6% | +21.7% |
| 3Y | +21.3% | +162.3% | -141.0% | +2.5% |
| 5Y | +14.1% | +287.2% | -273.1% | -12.0% |
| All | +234.3% | +903.5% | -669.2% | +103.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling