-37.4%
HDB vs UEC
+278.7%
-316.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.0% | -6.1% | -3.2% |
| 7D | -2.0% | +2.6% | -4.6% | -2.2% |
| 30D | -4.9% | +5.6% | -10.5% | -5.3% |
| 3M | -2.3% | -5.7% | +3.4% | -2.4% |
| 6M | -23.7% | -8.0% | -15.7% | -24.0% |
| YTD | -38.5% | +1.8% | -40.3% | -39.4% |
| 1Y | -36.5% | +0.6% | -37.1% | -37.8% |
| 3Y | -28.5% | +155.2% | -183.6% | -36.5% |
| 5Y | -37.4% | +305.8% | -343.2% | -47.8% |
| All | -37.4% | +278.7% | -316.0% | -47.8% |
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