+99.6%
PSX vs UEC
-1.0%
+100.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +4.5% | -6.9% | +11.5% | +4.4% |
| 30D | +26.6% | +7.6% | +19.0% | +26.7% |
| 3M | +39.3% | -18.4% | +57.7% | +39.4% |
| 6M | +56.8% | -23.3% | +80.1% | +57.1% |
| YTD | +101.8% | -1.2% | +103.0% | +102.3% |
| 1Y | +99.6% | +2.3% | +97.3% | +102.2% |
| All | +99.6% | -1.0% | +100.6% | +102.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling