+269.4%
HPE vs UEC
+146.8%
+122.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.6% | +5.5% |
| 7D | +13.6% | -0.2% | +13.8% | +13.7% |
| 30D | +7.7% | +1.9% | +5.8% | +7.1% |
| 3M | +22.4% | +8.9% | +13.5% | +19.9% |
| 6M | +172.6% | -14.5% | +187.1% | +174.9% |
| YTD | +147.5% | -0.7% | +148.2% | +142.3% |
| 1Y | +151.8% | -4.1% | +155.8% | +144.1% |
| All | +269.4% | +146.8% | +122.6% | +205.7% |
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