+628.2%
HON vs UEC
+73.5%
+554.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | -3.6% | -6.9% | +3.3% | -3.0% |
| 30D | -15.3% | +7.6% | -22.9% | -16.0% |
| 3M | -7.9% | -18.4% | +10.5% | -6.8% |
| 6M | -18.1% | -23.3% | +5.2% | -17.1% |
| YTD | +3.8% | -1.2% | +5.0% | +2.3% |
| 1Y | +0.5% | +2.3% | -1.8% | -2.3% |
| 3Y | +19.8% | +162.3% | -142.5% | +3.4% |
| 5Y | +2.9% | +287.2% | -284.3% | -18.7% |
| 10Y | +134.6% | +1,009.6% | -875.0% | +51.4% |
| All | +628.2% | +73.5% | +554.7% | +300.1% |
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 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