+54.2%
HAL vs UEC
+73.5%
-19.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +2.9% | -6.9% | +9.9% | +4.2% |
| 30D | +17.0% | +7.6% | +9.4% | +15.0% |
| 3M | -9.7% | -18.4% | +8.7% | -7.9% |
| 6M | +8.6% | -23.3% | +31.9% | +10.0% |
| YTD | +33.0% | -1.2% | +34.2% | +27.5% |
| 1Y | +68.3% | +2.3% | +66.0% | +56.7% |
| 3Y | +0.1% | +162.3% | -162.2% | -27.0% |
| 5Y | +102.6% | +287.2% | -184.6% | +26.7% |
| 10Y | +3.8% | +1,009.6% | -1,005.8% | -54.1% |
| All | +54.2% | +73.5% | -19.4% | -45.6% |
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