-9.7%
HAL vs UEC
+37.5%
-47.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.1% | -10.0% | -0.5% |
| 7D | -7.9% | +1.5% | -9.4% | -8.0% |
| 30D | -2.1% | -17.1% | +15.0% | -1.1% |
| 3M | +0.4% | -32.3% | +32.8% | +2.5% |
| 6M | -19.2% | -49.7% | +30.5% | -16.3% |
| YTD | +14.4% | -34.8% | +49.1% | +15.0% |
| 1Y | +18.0% | -37.5% | +55.5% | +18.7% |
| 3Y | -9.7% | +37.1% | -46.7% | -24.9% |
| All | -9.7% | +37.5% | -47.2% | -24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling