+102.5%
PSX vs UEC
-8.9%
+111.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -1.0% |
| 7D | +1.5% | -4.3% | +5.8% | +1.4% |
| 30D | +15.8% | -3.8% | +19.7% | +15.7% |
| 3M | +43.0% | +17.0% | +26.0% | +43.2% |
| 6M | +61.1% | -23.9% | +85.0% | +61.1% |
| YTD | +104.5% | -5.7% | +110.2% | +104.7% |
| 1Y | +102.5% | -12.5% | +115.1% | +103.7% |
| All | +102.5% | -8.9% | +111.4% | +103.7% |
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