+41.5%
HDB vs UEC
+885.8%
-844.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -5.2% | +12.0% | +7.3% |
| 7D | +0.7% | -9.4% | +10.1% | +1.5% |
| 30D | +1.0% | -8.0% | +9.0% | +1.4% |
| 3M | -2.0% | -1.7% | -0.3% | -2.4% |
| 6M | -18.1% | -26.1% | +8.0% | -17.1% |
| YTD | -36.1% | -10.5% | -25.6% | -36.9% |
| 1Y | -34.0% | -13.3% | -20.8% | -35.2% |
| 3Y | -26.7% | +116.4% | -143.1% | -36.7% |
| 5Y | -33.9% | +225.5% | -259.4% | -48.8% |
| All | +41.5% | +885.8% | -844.4% | -14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling