+72.8%
HCA vs UEC
+198.6%
-125.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.2% | +6.5% | +1.7% |
| 7D | +5.4% | -9.4% | +14.9% | +6.1% |
| 30D | +3.0% | -8.0% | +11.0% | +3.4% |
| 3M | +13.0% | -1.7% | +14.7% | +12.7% |
| 6M | -20.3% | -26.1% | +5.9% | -19.4% |
| YTD | -8.2% | -10.5% | +2.3% | -9.3% |
| 1Y | +6.7% | -13.3% | +20.0% | +4.8% |
| 3Y | +60.4% | +116.4% | -56.0% | +37.5% |
| All | +72.8% | +198.6% | -125.8% | +37.6% |
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 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