+9.0%
HCA vs UEC
-46.3%
+55.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -4.9% | +15.2% | +10.3% |
| 7D | +10.2% | -13.8% | +24.0% | +10.2% |
| 30D | +17.4% | -23.1% | +40.5% | +17.6% |
| 3M | +27.7% | -31.5% | +59.2% | +28.0% |
| 6M | +20.0% | -51.5% | +71.5% | +21.1% |
| YTD | +10.0% | -38.4% | +48.4% | +8.2% |
| 1Y | +9.0% | -44.7% | +53.7% | +8.3% |
| All | +9.0% | -46.3% | +55.4% | +8.3% |
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