+303.2%
PNR vs UEC
+78.8%
+224.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.7% | -2.9% |
| 7D | -3.0% | +2.6% | -5.6% | -3.3% |
| 30D | -14.9% | +5.6% | -20.5% | -15.6% |
| 3M | -19.0% | -5.7% | -13.3% | -19.2% |
| 6M | -35.9% | -8.0% | -27.9% | -36.3% |
| YTD | -43.1% | +1.8% | -44.9% | -44.5% |
| 1Y | -46.4% | +0.6% | -47.0% | -48.2% |
| 3Y | -10.8% | +155.2% | -166.0% | -24.8% |
| 5Y | -18.9% | +305.8% | -324.7% | -38.4% |
| 10Y | +64.4% | +943.0% | -878.6% | -0.5% |
| All | +303.2% | +78.8% | +224.4% | +85.5% |
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