+1,289.5%
HD vs UEC
+73.5%
+1,216.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.7% | +0.9% |
| 7D | -2.1% | -6.9% | +4.9% | -1.6% |
| 30D | -8.4% | +7.6% | -16.1% | -9.0% |
| 3M | +4.3% | -18.4% | +22.7% | +5.2% |
| 6M | -11.1% | -23.3% | +12.1% | -10.4% |
| YTD | -4.7% | -1.2% | -3.5% | -6.0% |
| 1Y | -19.8% | +2.3% | -22.1% | -21.7% |
| 3Y | +4.1% | +162.3% | -158.2% | -7.3% |
| 5Y | +10.3% | +287.2% | -276.9% | -8.0% |
| 10Y | +203.2% | +1,009.6% | -806.5% | +117.8% |
| All | +1,289.5% | +73.5% | +1,216.0% | +773.4% |
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