+169.5%
PR vs UEC
+1,438.7%
-1,269.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | +2.9% | -6.9% | +9.8% | +4.2% |
| 30D | +18.0% | +7.6% | +10.4% | +15.9% |
| 3M | +16.9% | -18.4% | +35.2% | +19.2% |
| 6M | +28.2% | -23.3% | +51.5% | +29.5% |
| YTD | +69.3% | -1.2% | +70.5% | +60.6% |
| 1Y | +69.5% | +2.3% | +67.2% | +54.9% |
| 3Y | +81.7% | +162.3% | -80.6% | +25.1% |
| 5Y | +422.2% | +287.2% | +135.0% | +216.3% |
| 10Y | +110.4% | +1,009.6% | -899.2% | +13.0% |
| All | +169.5% | +1,438.7% | -1,269.2% | +45.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling