+59.7%
HAS vs UEC
-40.9%
+100.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.1% | -8.4% | +1.5% |
| 7D | +2.2% | +1.5% | +0.7% | +2.1% |
| 30D | +29.6% | -17.1% | +46.7% | +29.9% |
| 3M | +30.3% | -32.3% | +62.6% | +31.2% |
| 6M | +25.6% | -49.7% | +75.3% | +27.9% |
| YTD | +50.8% | -34.8% | +85.6% | +49.5% |
| All | +59.7% | -40.9% | +100.6% | +59.0% |
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