+5.6%
HD vs UEC
+151.4%
-145.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.7% | +0.9% |
| 7D | -2.1% | -6.9% | +4.9% | -1.7% |
| 30D | -8.4% | +7.6% | -16.1% | -8.8% |
| 3M | +4.3% | -18.4% | +22.7% | +4.9% |
| 6M | -11.1% | -23.3% | +12.1% | -10.8% |
| YTD | -4.7% | -1.2% | -3.5% | -5.6% |
| 1Y | -19.8% | +2.3% | -22.1% | -21.3% |
| All | +5.6% | +151.4% | -145.8% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling