+47.7%
HAS vs UEC
+21.1%
+26.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.6% |
| 7D | +1.4% | -3.8% | +5.1% | +1.6% |
| 30D | +26.3% | -13.5% | +39.8% | +27.4% |
| 3M | +25.6% | -40.5% | +66.1% | +29.8% |
| 6M | +30.3% | -56.7% | +86.9% | +37.2% |
| YTD | +50.4% | -43.0% | +93.3% | +53.0% |
| 1Y | +57.7% | -42.5% | +100.3% | +59.9% |
| 3Y | +213.4% | +11.6% | +201.8% | +183.1% |
| All | +47.7% | +21.1% | +26.6% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling