+125.1%
PM vs UEC
+278.7%
-153.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.8% | +1.2% |
| 7D | -1.3% | +2.6% | -3.9% | -1.3% |
| 30D | -2.6% | +5.6% | -8.1% | -2.6% |
| 3M | +5.8% | -5.7% | +11.5% | +5.9% |
| 6M | +10.6% | -8.0% | +18.6% | +10.6% |
| YTD | +17.2% | +1.8% | +15.4% | +17.1% |
| 1Y | +17.6% | +0.6% | +17.0% | +17.5% |
| 3Y | +124.3% | +155.2% | -30.9% | +118.0% |
| 5Y | +125.1% | +305.8% | -180.7% | +117.9% |
| All | +125.1% | +278.7% | -153.6% | +117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling