+205.0%
HD vs UEC
+933.9%
-728.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -2.6% |
| 7D | -1.2% | +2.6% | -3.8% | -1.4% |
| 30D | -11.1% | +5.6% | -16.7% | -11.7% |
| 3M | +2.0% | -5.7% | +7.7% | +1.9% |
| 6M | -10.5% | -8.0% | -2.4% | -11.0% |
| YTD | -6.9% | +1.8% | -8.7% | -8.9% |
| 1Y | -23.2% | +0.6% | -23.8% | -25.6% |
| 3Y | +3.1% | +155.2% | -152.1% | -12.5% |
| 5Y | +7.4% | +305.8% | -298.4% | -18.2% |
| 10Y | +205.0% | +943.0% | -738.0% | +77.3% |
| All | +205.0% | +933.9% | -728.9% | +77.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling