-20.8%
PNR vs UEC
+273.6%
-294.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -0.9% |
| 7D | -5.5% | -4.3% | -1.2% | -5.1% |
| 30D | -15.6% | -3.8% | -11.7% | -15.4% |
| 3M | -20.2% | +17.0% | -37.2% | -21.8% |
| 6M | -36.6% | -23.9% | -12.7% | -35.8% |
| YTD | -45.0% | -5.7% | -39.3% | -45.9% |
| 1Y | -47.4% | -12.5% | -34.9% | -48.6% |
| 3Y | -13.7% | +136.5% | -150.2% | -28.3% |
| 5Y | -20.8% | +243.3% | -264.1% | -40.1% |
| All | -20.8% | +273.6% | -294.4% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling