+483.3%
PNC vs UEC
+78.8%
+404.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.1% | -1.4% |
| 7D | +2.3% | +2.6% | -0.3% | +2.0% |
| 30D | -3.8% | +5.6% | -9.4% | -4.5% |
| 3M | +7.8% | -5.7% | +13.5% | +7.5% |
| 6M | +19.7% | -8.0% | +27.7% | +18.8% |
| YTD | +19.1% | +1.8% | +17.3% | +16.5% |
| 1Y | +23.1% | +0.6% | +22.5% | +19.3% |
| 3Y | +132.1% | +155.2% | -23.0% | +98.2% |
| 5Y | +52.2% | +305.8% | -253.6% | +18.1% |
| 10Y | +271.4% | +943.0% | -671.6% | +138.5% |
| All | +483.3% | +78.8% | +404.5% | +248.6% |
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