+18.8%
HAS vs UEC
-1.0%
+19.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -1.8% | -6.9% | +5.1% | -1.7% |
| 30D | +2.3% | +7.6% | -5.4% | +2.1% |
| 3M | +10.4% | -18.4% | +28.8% | +10.4% |
| 6M | -3.2% | -23.3% | +20.0% | -3.3% |
| YTD | +15.4% | -1.2% | +16.6% | +15.2% |
| 1Y | +18.8% | +2.3% | +16.5% | +19.9% |
| All | +18.8% | -1.0% | +19.8% | +19.9% |
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