-76.1%
PLTD vs UEC
-16.5%
-59.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.8% | -10.0% | -1.5% |
| 7D | +13.7% | -10.2% | +24.0% | +11.3% |
| 30D | +18.4% | -26.9% | +45.4% | +10.9% |
| 3M | -7.5% | -35.7% | +28.2% | -15.1% |
| 6M | -31.3% | -56.1% | +24.8% | -41.0% |
| YTD | -15.4% | -40.8% | +25.4% | -19.3% |
| 1Y | -18.4% | -43.4% | +25.0% | -21.7% |
| All | -76.1% | -16.5% | -59.6% | -70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling