+66.8%
PPL vs UEC
+696.7%
-629.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | +0.4% |
| 7D | 0.0% | -5.2% | +5.2% | +0.2% |
| 30D | +4.3% | -22.0% | +26.3% | +5.5% |
| 3M | +2.9% | -37.0% | +39.9% | +5.1% |
| 6M | +1.1% | -52.7% | +53.8% | +4.3% |
| YTD | +4.5% | -38.6% | +43.1% | +5.5% |
| 1Y | +0.1% | -44.6% | +44.7% | +1.4% |
| 3Y | +55.7% | +27.1% | +28.6% | +45.6% |
| 5Y | +47.6% | +37.9% | +9.7% | +32.1% |
| 10Y | +66.8% | +631.6% | -564.8% | +17.5% |
| All | +66.8% | +696.7% | -629.8% | +17.5% |
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 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