+946.9%
PTC vs UEC
+14.6%
+932.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.1% | -9.7% | -0.6% |
| 7D | +0.8% | +1.5% | -0.7% | +0.5% |
| 30D | +0.7% | -17.1% | +17.8% | +2.4% |
| 3M | +32.6% | -32.3% | +64.9% | +37.2% |
| 6M | +33.6% | -49.7% | +83.3% | +40.9% |
| YTD | +12.4% | -34.8% | +47.2% | +13.7% |
| 1Y | +11.2% | -37.5% | +48.8% | +12.5% |
| 3Y | +31.7% | +37.1% | -5.4% | +16.2% |
| 5Y | +60.1% | +44.3% | +15.7% | +32.4% |
| 10Y | +317.2% | +737.4% | -420.2% | +149.5% |
| All | +946.9% | +14.6% | +932.3% | +430.6% |
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