+134.6%
PRU vs UEC
+908.7%
-774.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.2% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -2.6% | +1.9% | -4.5% | -3.2% |
| 3M | +14.7% | +8.9% | +5.8% | +12.3% |
| 6M | +25.7% | -14.5% | +40.1% | +25.6% |
| YTD | +8.3% | -0.7% | +8.9% | +4.9% |
| 1Y | +17.3% | -4.1% | +21.4% | +12.4% |
| 3Y | +43.2% | +148.9% | -105.8% | +12.5% |
| 5Y | +43.5% | +300.0% | -256.5% | -5.4% |
| 10Y | +134.6% | +994.3% | -859.8% | -0.2% |
| All | +134.6% | +908.7% | -774.1% | -0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling