+37.0%
PRU vs UEC
+47.5%
-10.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.8% | -9.4% | -3.2% |
| 7D | +2.4% | -10.2% | +12.6% | +3.2% |
| 30D | +6.1% | -26.9% | +33.1% | +8.8% |
| 3M | -0.7% | -35.7% | +35.0% | +2.5% |
| 6M | +22.1% | -56.1% | +78.2% | +29.5% |
| YTD | +9.8% | -40.8% | +50.5% | +12.0% |
| 1Y | +19.4% | -43.4% | +62.7% | +21.8% |
| 3Y | +50.4% | +25.4% | +25.0% | +33.5% |
| All | +37.0% | +47.5% | -10.6% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling