+272.7%
PNC vs UEC
+885.8%
-613.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.2% | +5.7% | +1.1% |
| 7D | -0.6% | -9.4% | +8.9% | +0.6% |
| 30D | -4.4% | -8.0% | +3.6% | -3.8% |
| 3M | +5.2% | -1.7% | +6.9% | +4.7% |
| 6M | +20.6% | -26.1% | +46.8% | +22.7% |
| YTD | +19.8% | -10.5% | +30.3% | +17.9% |
| 1Y | +24.4% | -13.3% | +37.7% | +21.3% |
| 3Y | +131.2% | +116.4% | +14.9% | +88.6% |
| 5Y | +53.1% | +225.5% | -172.4% | +8.4% |
| All | +272.7% | +885.8% | -613.1% | +77.9% |
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 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