+32.5%
HAL vs UEC
+7.8%
+24.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +1.0% |
| 7D | -6.5% | -5.2% | -1.3% | -5.8% |
| 30D | -2.1% | -22.0% | +19.9% | +1.6% |
| 3M | -4.9% | -37.0% | +32.1% | +1.8% |
| 6M | -19.3% | -52.7% | +33.4% | -10.9% |
| YTD | +14.3% | -38.6% | +52.9% | +18.1% |
| 1Y | +17.3% | -44.6% | +61.9% | +22.6% |
| 3Y | -10.9% | +27.1% | -38.0% | -26.3% |
| 5Y | +47.4% | +37.9% | +9.5% | +11.0% |
| 10Y | -20.8% | +631.6% | -652.4% | -62.5% |
| All | +32.5% | +7.8% | +24.7% | -49.6% |
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