+653.7%
PTC vs UEC
+73.5%
+580.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.3% | -6.3% | -6.1% |
| 7D | -10.3% | -6.9% | -3.3% | -9.6% |
| 30D | +1.1% | +7.6% | -6.5% | +0.2% |
| 3M | +1.6% | -18.4% | +20.0% | +2.7% |
| 6M | -13.5% | -23.3% | +9.8% | -12.8% |
| YTD | -19.1% | -1.2% | -17.9% | -21.3% |
| 1Y | -33.9% | +2.3% | -36.2% | -36.6% |
| 3Y | -3.9% | +162.3% | -166.2% | -20.9% |
| 5Y | +6.0% | +287.2% | -281.2% | -21.5% |
| 10Y | +223.7% | +1,009.6% | -785.9% | +88.6% |
| All | +653.7% | +73.5% | +580.2% | +267.4% |
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