-22.2%
HDB vs UEC
+33.3%
-55.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.9% | +6.6% | +1.0% |
| 7D | +12.7% | -5.2% | +17.9% | +12.9% |
| 30D | +16.6% | -22.0% | +38.6% | +18.0% |
| 3M | +10.8% | -37.0% | +47.8% | +13.3% |
| 6M | +3.8% | -52.7% | +56.5% | +7.5% |
| YTD | -28.9% | -38.6% | +9.7% | -28.1% |
| 1Y | -28.0% | -44.6% | +16.6% | -26.9% |
| 3Y | -7.2% | +27.1% | -34.3% | -14.2% |
| 5Y | -22.2% | +37.9% | -60.1% | -29.4% |
| All | -22.2% | +33.3% | -55.5% | -29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling