+64.9%
HDB vs UEC
+623.0%
-558.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.1% |
| 7D | +6.9% | +0.6% | +6.4% | +6.8% |
| 30D | +15.2% | -18.1% | +33.4% | +16.9% |
| 3M | +11.7% | -36.9% | +48.6% | +15.5% |
| 6M | +7.5% | -56.1% | +63.6% | +13.9% |
| YTD | -28.8% | -38.1% | +9.3% | -27.6% |
| 1Y | -29.1% | -41.7% | +12.6% | -27.8% |
| 3Y | -7.0% | +28.2% | -35.2% | -16.0% |
| 5Y | -22.1% | +31.7% | -53.7% | -33.7% |
| 10Y | +64.9% | +685.9% | -621.0% | +3.3% |
| All | +64.9% | +623.0% | -558.1% | +3.3% |
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 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