+7.8%
PLD vs UEC
-40.9%
+48.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.1% | -7.3% | +2.6% |
| 7D | +0.7% | +1.5% | -0.8% | +0.6% |
| 30D | +0.8% | -17.1% | +17.9% | +1.1% |
| 3M | -6.1% | -32.3% | +26.2% | -5.6% |
| 6M | -8.0% | -49.7% | +41.7% | -6.8% |
| YTD | +4.7% | -34.8% | +39.4% | +4.7% |
| All | +7.8% | -40.9% | +48.7% | +7.7% |
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