+97.7%
PRU vs UEC
+616.1%
-518.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.2% |
| 7D | +3.6% | -3.8% | +7.4% | +4.0% |
| 30D | +8.9% | -13.5% | +22.4% | +10.5% |
| 3M | +0.2% | -40.5% | +40.7% | +6.1% |
| 6M | +23.7% | -56.7% | +80.4% | +35.1% |
| YTD | +13.7% | -43.0% | +56.7% | +17.7% |
| 1Y | +20.6% | -42.5% | +63.2% | +24.0% |
| 3Y | +56.3% | +11.6% | +44.8% | +36.7% |
| 5Y | +42.3% | +21.8% | +20.6% | +12.8% |
| All | +97.7% | +616.1% | -518.4% | -6.8% |
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