+526.3%
PSA vs UEC
+73.5%
+452.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -3.7% | -6.9% | +3.3% | -3.3% |
| 30D | -7.7% | +7.6% | -15.4% | -8.2% |
| 3M | -0.6% | -18.4% | +17.8% | 0.0% |
| 6M | -0.9% | -23.3% | +22.4% | -0.4% |
| YTD | +18.7% | -1.2% | +19.9% | +17.5% |
| 1Y | +7.6% | +2.3% | +5.3% | +5.8% |
| 3Y | +23.7% | +162.3% | -138.6% | +13.1% |
| 5Y | +13.7% | +287.2% | -273.6% | -1.2% |
| 10Y | +98.9% | +1,009.6% | -910.8% | +52.2% |
| All | +526.3% | +73.5% | +452.8% | +312.2% |
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