+155.3%
HBAN vs UEC
+885.8%
-730.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.2% | +5.9% | +1.4% |
| 7D | -1.0% | -9.4% | +8.4% | +0.1% |
| 30D | -5.6% | -8.0% | +2.4% | -5.0% |
| 3M | -1.1% | -1.7% | +0.5% | -1.7% |
| 6M | +9.9% | -26.1% | +36.0% | +11.8% |
| YTD | -0.9% | -10.5% | +9.6% | -2.4% |
| 1Y | -1.4% | -13.3% | +11.9% | -3.7% |
| 3Y | +78.2% | +116.4% | -38.1% | +47.0% |
| 5Y | +37.0% | +225.5% | -188.5% | -1.6% |
| All | +155.3% | +885.8% | -730.6% | +29.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling