+462.9%
PNC vs UEC
+0.2%
+462.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.7% |
| 7D | +3.1% | -3.8% | +6.8% | +3.4% |
| 30D | +7.6% | -13.5% | +21.1% | +8.8% |
| 3M | -8.1% | -40.5% | +32.3% | -4.2% |
| 6M | +12.6% | -56.7% | +69.3% | +19.8% |
| YTD | +15.0% | -43.0% | +57.9% | +18.1% |
| 1Y | +30.4% | -42.5% | +72.9% | +33.4% |
| 3Y | +116.1% | +11.6% | +104.6% | +99.1% |
| 5Y | +37.5% | +21.8% | +15.7% | +19.5% |
| 10Y | +205.1% | +623.9% | -418.8% | +102.9% |
| All | +462.9% | +0.2% | +462.8% | +253.4% |
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