+821.1%
PM vs UEC
+204.8%
+616.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +10.1% | -12.5% | -2.9% |
| 7D | -7.3% | +1.5% | -8.7% | -7.4% |
| 30D | -4.0% | -17.1% | +13.1% | -3.3% |
| 3M | +2.7% | -32.3% | +35.1% | +4.2% |
| 6M | +14.9% | -49.7% | +64.6% | +17.6% |
| YTD | +23.5% | -34.8% | +58.3% | +24.3% |
| 1Y | +30.4% | -37.5% | +67.9% | +31.1% |
| 3Y | +143.2% | +37.1% | +106.2% | +129.2% |
| 5Y | +159.5% | +44.3% | +115.2% | +136.0% |
| 10Y | +234.7% | +737.4% | -502.7% | +154.3% |
| All | +821.1% | +204.8% | +616.3% | +507.6% |
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 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