+1,112.1%
PSX vs UEC
+277.1%
+835.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +4.5% | -6.9% | +11.5% | +5.4% |
| 30D | +26.6% | +7.6% | +19.0% | +25.0% |
| 3M | +39.3% | -18.4% | +57.7% | +41.2% |
| 6M | +56.8% | -23.3% | +80.1% | +58.1% |
| YTD | +101.8% | -1.2% | +103.0% | +95.4% |
| 1Y | +99.6% | +2.3% | +97.3% | +89.3% |
| 3Y | +140.3% | +162.3% | -21.9% | +89.9% |
| 5Y | +339.3% | +287.2% | +52.1% | +204.6% |
| 10Y | +369.9% | +1,009.6% | -639.8% | +144.0% |
| All | +1,112.1% | +277.1% | +835.0% | +488.3% |
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