+215.8%
HAS vs UEC
+20.6%
+195.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.9% | +3.9% | -1.8% |
| 7D | +1.6% | +4.9% | -3.3% | +1.4% |
| 30D | +26.6% | -17.5% | +44.1% | +27.3% |
| 3M | +29.0% | -40.1% | +69.1% | +30.9% |
| 6M | +30.6% | -56.1% | +86.7% | +33.9% |
| YTD | +51.5% | -41.8% | +93.3% | +52.5% |
| 1Y | +58.5% | -44.8% | +103.3% | +59.6% |
| All | +215.8% | +20.6% | +195.2% | +203.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling