-77.0%
PLTD vs UEC
+43.4%
-120.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.7% | +3.1% |
| 7D | +4.5% | +2.6% | +1.9% | +5.2% |
| 30D | -0.7% | +5.6% | -6.3% | +1.2% |
| 3M | -31.0% | -5.7% | -25.3% | -30.1% |
| 6M | -24.8% | -8.0% | -16.8% | -22.5% |
| YTD | -18.6% | +1.8% | -20.4% | -12.5% |
| 1Y | -31.8% | +0.6% | -32.4% | -24.2% |
| All | -77.0% | +43.4% | -120.4% | -68.2% |
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