+129.9%
PSA vs UEC
+616.1%
-486.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | -0.1% |
| 7D | -1.4% | -3.8% | +2.3% | -1.3% |
| 30D | +15.2% | -13.5% | +28.7% | +15.8% |
| 3M | +2.2% | -40.5% | +42.7% | +4.6% |
| 6M | +11.7% | -56.7% | +68.3% | +15.7% |
| YTD | +32.0% | -43.0% | +75.0% | +34.1% |
| 1Y | +26.3% | -42.5% | +68.8% | +28.0% |
| 3Y | +52.4% | +11.6% | +40.8% | +44.6% |
| 5Y | +26.3% | +21.8% | +4.5% | +15.1% |
| All | +129.9% | +616.1% | -486.2% | +68.1% |
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 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