+363.8%
PSX vs UEC
+278.7%
+85.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.3% |
| 7D | +2.8% | +2.6% | +0.2% | +2.6% |
| 30D | +27.8% | +5.6% | +22.2% | +26.8% |
| 3M | +42.0% | -5.7% | +47.7% | +41.7% |
| 6M | +58.1% | -8.0% | +66.2% | +56.3% |
| YTD | +105.0% | +1.8% | +103.2% | +98.8% |
| 1Y | +104.9% | +0.6% | +104.3% | +96.1% |
| 3Y | +134.1% | +155.2% | -21.1% | +87.2% |
| 5Y | +363.8% | +305.8% | +58.0% | +237.5% |
| All | +363.8% | +278.7% | +85.2% | +237.5% |
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