+105.7%
PLTU vs UEC
-19.5%
+125.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.2% | -3.2% |
| 7D | +9.0% | -3.8% | +12.8% | +11.1% |
| 30D | -33.0% | -13.5% | -19.5% | -27.4% |
| 3M | -19.0% | -40.5% | +21.5% | +2.9% |
| 6M | +30.4% | -56.7% | +87.1% | +87.9% |
| YTD | -40.2% | -43.0% | +2.8% | -27.3% |
| 1Y | -37.8% | -42.5% | +4.7% | -25.7% |
| All | +105.7% | -19.5% | +125.2% | +74.3% |
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