+302.7%
PLD vs UEC
+4.1%
+298.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.8% | -8.0% | -1.9% |
| 7D | -0.8% | -10.2% | +9.4% | +0.2% |
| 30D | -0.3% | -26.9% | +26.7% | +2.6% |
| 3M | -8.0% | -35.7% | +27.7% | -4.5% |
| 6M | -9.8% | -56.1% | +46.3% | -3.7% |
| YTD | +1.8% | -40.8% | +42.5% | +4.3% |
| 1Y | +5.6% | -43.4% | +49.0% | +8.2% |
| 3Y | +33.3% | +25.4% | +7.9% | +19.8% |
| 5Y | +0.3% | +51.1% | -50.8% | -16.5% |
| 10Y | +241.6% | +695.4% | -453.8% | +103.9% |
| All | +302.7% | +4.1% | +298.6% | +67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling