+710.8%
HDB vs UEC
+73.5%
+637.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +0.4% | -6.9% | +7.4% | +1.1% |
| 30D | -2.8% | +7.6% | -10.5% | -3.7% |
| 3M | -3.5% | -18.4% | +14.9% | -2.5% |
| 6M | -24.7% | -23.3% | -1.4% | -24.0% |
| YTD | -36.6% | -1.2% | -35.4% | -37.8% |
| 1Y | -34.4% | +2.3% | -36.7% | -36.5% |
| 3Y | -24.4% | +162.3% | -186.7% | -35.9% |
| 5Y | -35.4% | +287.2% | -322.6% | -50.5% |
| 10Y | +39.5% | +1,009.6% | -970.1% | -15.2% |
| All | +710.8% | +73.5% | +637.2% | +317.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling