+425.6%
PWR vs UEC
+39.8%
+385.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.4% | +4.1% |
| 7D | +4.7% | +0.6% | +4.2% | +4.8% |
| 30D | -12.5% | -18.1% | +5.6% | -8.6% |
| 3M | -9.3% | -36.9% | +27.6% | -0.9% |
| 6M | -22.2% | -56.1% | +33.9% | -9.7% |
| YTD | +44.2% | -38.1% | +82.3% | +54.0% |
| 1Y | +35.5% | -41.7% | +77.2% | +45.9% |
| 3Y | +250.4% | +28.2% | +222.2% | +201.9% |
| 5Y | +425.6% | +31.7% | +393.9% | +307.9% |
| All | +425.6% | +39.8% | +385.8% | +307.9% |
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