+20.1%
PRU vs UEC
-40.9%
+61.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +10.1% | -7.8% | +2.0% |
| 7D | +3.2% | +1.5% | +1.7% | +3.1% |
| 30D | +7.9% | -17.1% | +25.0% | +8.6% |
| 3M | +1.8% | -32.3% | +34.1% | +3.1% |
| 6M | +24.1% | -49.7% | +73.9% | +27.3% |
| YTD | +12.4% | -34.8% | +47.1% | +12.4% |
| All | +20.1% | -40.9% | +61.0% | +20.1% |
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