-28.5%
HDB vs UEC
+156.3%
-184.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.0% | -6.1% | -3.1% |
| 7D | -2.0% | +2.6% | -4.6% | -2.1% |
| 30D | -4.9% | +5.6% | -10.5% | -5.2% |
| 3M | -2.3% | -5.7% | +3.4% | -2.4% |
| 6M | -23.7% | -8.0% | -15.7% | -23.9% |
| YTD | -38.5% | +1.8% | -40.3% | -39.1% |
| 1Y | -36.5% | +0.6% | -37.1% | -37.3% |
| 3Y | -28.5% | +155.2% | -183.6% | -36.1% |
| All | -28.5% | +156.3% | -184.7% | -36.1% |
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 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