-23.1%
HD vs UEC
-1.0%
-22.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -1.0% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | -10.8% | +1.9% | -12.8% | -11.0% |
| 3M | -2.7% | +8.9% | -11.6% | -3.0% |
| 6M | -10.3% | -14.5% | +4.2% | -10.5% |
| YTD | -7.8% | -0.7% | -7.1% | -7.5% |
| 1Y | -23.1% | -4.1% | -19.1% | -22.8% |
| All | -23.1% | -1.0% | -22.1% | -22.8% |
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