+53.8%
PSA vs UEC
+28.2%
+25.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -2.1% | +0.6% | -2.6% | -2.1% |
| 30D | +16.2% | -18.1% | +34.3% | +16.4% |
| 3M | +4.3% | -36.9% | +41.2% | +4.8% |
| 6M | +9.9% | -56.1% | +66.0% | +11.1% |
| YTD | +33.3% | -38.1% | +71.4% | +34.3% |
| 1Y | +25.8% | -41.7% | +67.5% | +26.8% |
| All | +53.8% | +28.2% | +25.6% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling