+66.7%
HDB vs UEC
+616.1%
-549.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +0.6% |
| 7D | +2.7% | -3.8% | +6.5% | +3.0% |
| 30D | +14.1% | -13.5% | +27.6% | +15.3% |
| 3M | +11.8% | -40.5% | +52.3% | +16.1% |
| 6M | +8.2% | -56.7% | +64.8% | +14.7% |
| YTD | -29.3% | -43.0% | +13.7% | -27.7% |
| 1Y | -28.8% | -42.5% | +13.8% | -27.4% |
| 3Y | -7.5% | +11.6% | -19.0% | -15.3% |
| 5Y | -23.1% | +21.8% | -44.8% | -34.1% |
| All | +66.7% | +616.1% | -549.4% | +5.5% |
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