+267.7%
PR vs UEC
+21.1%
+246.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.6% |
| 7D | +6.0% | -3.8% | +9.7% | +6.5% |
| 30D | -4.2% | -13.5% | +9.3% | -1.9% |
| 3M | +10.0% | -40.5% | +50.4% | +20.4% |
| 6M | +15.6% | -56.7% | +72.3% | +32.7% |
| YTD | +68.2% | -43.0% | +111.2% | +73.8% |
| 1Y | +79.2% | -42.5% | +121.7% | +82.5% |
| 3Y | +94.9% | +11.6% | +83.3% | +39.7% |
| All | +267.7% | +21.1% | +246.6% | +144.7% |
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