+256.8%
PLD vs UEC
+765.9%
-509.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.1% | -7.3% | +2.0% |
| 7D | +0.7% | +1.5% | -0.8% | +0.5% |
| 30D | +0.8% | -17.1% | +17.9% | +2.2% |
| 3M | -6.1% | -32.3% | +26.2% | -3.5% |
| 6M | -8.0% | -49.7% | +41.7% | -3.8% |
| YTD | +4.7% | -34.8% | +39.4% | +5.9% |
| 1Y | +7.2% | -37.5% | +44.7% | +8.4% |
| 3Y | +39.2% | +37.1% | +2.2% | +24.9% |
| 5Y | +1.9% | +44.3% | -42.4% | -13.7% |
| 10Y | +256.8% | +737.4% | -480.6% | +123.1% |
| All | +256.8% | +765.9% | -509.1% | +123.1% |
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