+1,731.8%
HCA vs UEC
+130.6%
+1,601.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.4% | +5.1% |
| 7D | +4.9% | -0.2% | +5.1% | +4.9% |
| 30D | +1.9% | +1.9% | 0.0% | +1.5% |
| 3M | +12.7% | +8.9% | +3.8% | +11.2% |
| 6M | -22.3% | -14.5% | -7.9% | -22.4% |
| YTD | -9.3% | -0.7% | -8.6% | -11.3% |
| 1Y | +2.7% | -4.1% | +6.8% | -0.2% |
| 3Y | +57.8% | +148.9% | -91.1% | +33.8% |
| 5Y | +70.3% | +300.0% | -229.7% | +30.2% |
| 10Y | +499.7% | +994.3% | -494.7% | +266.8% |
| All | +1,731.8% | +130.6% | +1,601.2% | +1,057.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling