-77.4%
PLTD vs UEC
-8.1%
-69.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +10.1% | -15.6% | -2.9% |
| 7D | +4.2% | +1.5% | +2.8% | +5.4% |
| 30D | +20.8% | -17.1% | +37.9% | +17.1% |
| 3M | -2.6% | -32.3% | +29.8% | -9.4% |
| 6M | -33.1% | -49.7% | +16.7% | -40.3% |
| YTD | -20.0% | -34.8% | +14.7% | -21.7% |
| 1Y | -21.6% | -37.5% | +15.9% | -22.8% |
| All | -77.4% | -8.1% | -69.4% | -71.5% |
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