+72.5%
HAL vs UEC
+5.5%
+67.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.8% | -0.7% |
| 7D | +0.5% | +2.6% | -2.1% | +0.5% |
| 30D | +15.9% | +5.6% | +10.3% | +15.9% |
| 3M | -8.7% | -5.7% | -3.0% | -8.5% |
| 6M | +9.0% | -8.0% | +17.1% | +8.8% |
| YTD | +32.0% | +1.8% | +30.2% | +33.4% |
| 1Y | +72.5% | +0.6% | +71.9% | +71.9% |
| All | +72.5% | +5.5% | +67.0% | +71.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling