+763.1%
PM vs UEC
+361.6%
+401.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.0% |
| 7D | -4.9% | -6.9% | +2.1% | -4.6% |
| 30D | -3.4% | +7.6% | -11.0% | -3.8% |
| 3M | +5.2% | -18.4% | +23.6% | +5.7% |
| 6M | +3.7% | -23.3% | +27.0% | +4.2% |
| YTD | +15.8% | -1.2% | +17.0% | +14.5% |
| 1Y | +17.4% | +2.3% | +15.1% | +15.3% |
| 3Y | +116.9% | +162.3% | -45.3% | +98.1% |
| 5Y | +117.3% | +287.2% | -169.9% | +87.1% |
| 10Y | +193.8% | +1,009.6% | -815.9% | +120.7% |
| All | +763.1% | +361.6% | +401.5% | +459.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling