+221.7%
PR vs UEC
+47.5%
+174.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.8% | -4.9% | +0.5% |
| 7D | -16.4% | -10.2% | -6.2% | -14.5% |
| 30D | -1.9% | -26.9% | +25.0% | +4.1% |
| 3M | +8.0% | -35.7% | +43.6% | +16.6% |
| 6M | +4.1% | -56.1% | +60.2% | +19.5% |
| YTD | +58.7% | -40.8% | +99.5% | +63.2% |
| 1Y | +75.8% | -43.4% | +119.2% | +80.4% |
| 3Y | +73.2% | +25.4% | +47.8% | +20.1% |
| All | +221.7% | +47.5% | +174.2% | +103.8% |
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