-14.0%
PLTD vs UEC
-40.9%
+26.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +10.1% | -15.6% | -3.0% |
| 7D | +4.2% | +1.5% | +2.8% | +5.4% |
| 30D | +20.8% | -17.1% | +37.9% | +17.5% |
| 3M | -2.6% | -32.3% | +29.8% | -8.7% |
| 6M | -33.1% | -49.7% | +16.7% | -39.5% |
| YTD | -20.0% | -34.8% | +14.7% | -22.0% |
| All | -14.0% | -40.9% | +26.8% | -16.2% |
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 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