+268.2%
PR vs UEC
+23.6%
+244.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.9% | +8.0% | +3.2% |
| 7D | +6.7% | +4.9% | +1.8% | +5.3% |
| 30D | -6.1% | -17.5% | +11.3% | -3.0% |
| 3M | +6.9% | -40.1% | +47.0% | +16.9% |
| 6M | +14.6% | -56.1% | +70.7% | +31.2% |
| YTD | +66.1% | -41.8% | +107.9% | +71.0% |
| 1Y | +77.0% | -44.8% | +121.8% | +82.4% |
| 3Y | +93.8% | +20.6% | +73.3% | +35.6% |
| 5Y | +268.2% | +24.3% | +243.9% | +151.5% |
| All | +268.2% | +23.6% | +244.6% | +151.5% |
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 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