+598.3%
PSA vs UEC
+2.3%
+596.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.4% |
| 7D | -2.1% | +4.9% | -7.0% | -2.4% |
| 30D | +15.6% | -17.5% | +33.1% | +16.5% |
| 3M | +4.1% | -40.1% | +44.2% | +6.4% |
| 6M | +9.2% | -56.1% | +65.3% | +12.9% |
| YTD | +32.3% | -41.8% | +74.1% | +34.2% |
| 1Y | +26.2% | -44.8% | +71.0% | +28.1% |
| 3Y | +53.7% | +20.6% | +33.1% | +46.2% |
| 5Y | +26.6% | +24.3% | +2.2% | +16.7% |
| 10Y | +132.8% | +639.1% | -506.3% | +81.6% |
| All | +598.3% | +2.3% | +596.1% | +370.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling