+332.5%
HBM vs UEC
+198.6%
+133.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.2% | +4.7% | +1.3% |
| 7D | -3.3% | -9.4% | +6.2% | +0.2% |
| 30D | -4.8% | -8.0% | +3.2% | -2.1% |
| 3M | -0.4% | -1.7% | +1.3% | +0.1% |
| 6M | +17.9% | -26.1% | +44.0% | +28.7% |
| YTD | +33.7% | -10.5% | +44.2% | +36.1% |
| 1Y | +95.6% | -13.3% | +108.9% | +96.2% |
| 3Y | +458.1% | +116.4% | +341.8% | +275.5% |
| All | +332.5% | +198.6% | +133.9% | +142.4% |
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