+18.8%
PRU vs UEC
+5.5%
+13.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.2% | -2.2% |
| 7D | +1.9% | +2.6% | -0.7% | +1.8% |
| 30D | -0.4% | +5.6% | -6.0% | -0.6% |
| 3M | +16.4% | -5.7% | +22.1% | +16.5% |
| 6M | +26.0% | -8.0% | +34.1% | +26.0% |
| YTD | +9.9% | +1.8% | +8.1% | +9.9% |
| 1Y | +18.8% | +0.6% | +18.2% | +19.6% |
| All | +18.8% | +5.5% | +13.3% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling