+13.1%
PSA vs UEC
+289.3%
-276.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.2% |
| 7D | -2.2% | -0.2% | -2.1% | -2.2% |
| 30D | -9.6% | +1.9% | -11.5% | -9.7% |
| 3M | -7.9% | +8.9% | -16.8% | -8.6% |
| 6M | -2.0% | -14.5% | +12.5% | -1.9% |
| YTD | +15.7% | -0.7% | +16.4% | +14.7% |
| 1Y | +5.8% | -4.1% | +9.8% | +4.5% |
| 3Y | +21.6% | +148.9% | -127.4% | +9.7% |
| 5Y | +13.1% | +300.0% | -286.9% | -2.4% |
| All | +13.1% | +289.3% | -276.1% | -2.4% |
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