+40.1%
HAL vs UEC
+41.6%
-1.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.1% | -10.0% | -1.4% |
| 7D | -7.9% | +1.5% | -9.4% | -8.2% |
| 30D | -2.1% | -17.1% | +15.0% | +0.3% |
| 3M | +0.4% | -32.3% | +32.8% | +5.4% |
| 6M | -19.2% | -49.7% | +30.5% | -12.5% |
| YTD | +14.4% | -34.8% | +49.1% | +16.1% |
| 1Y | +18.0% | -37.5% | +55.5% | +19.8% |
| 3Y | -9.7% | +37.1% | -46.7% | -29.9% |
| 5Y | +40.1% | +44.3% | -4.2% | -0.5% |
| All | +40.1% | +41.6% | -1.5% | -0.5% |
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