+223.9%
PR vs UEC
+42.4%
+181.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -9.9% | +5.0% | -2.8% |
| 7D | -16.5% | -20.5% | +3.9% | -12.5% |
| 30D | -4.5% | -35.9% | +31.4% | +4.1% |
| 3M | +8.5% | -39.6% | +48.1% | +18.7% |
| 6M | -3.3% | -55.3% | +52.0% | +10.0% |
| YTD | +55.7% | -44.5% | +100.2% | +62.4% |
| 1Y | +82.0% | -50.4% | +132.5% | +92.6% |
| 3Y | +62.5% | +12.1% | +50.3% | +16.3% |
| 5Y | +223.9% | +41.5% | +182.4% | +89.9% |
| All | +223.9% | +42.4% | +181.5% | +89.9% |
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