+396.0%
HPE vs UEC
+198.6%
+197.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -5.2% | +17.6% | +13.2% |
| 7D | +19.4% | -9.4% | +28.8% | +21.0% |
| 30D | +5.6% | -8.0% | +13.6% | +6.5% |
| 3M | +33.1% | -1.7% | +34.8% | +32.7% |
| 6M | +192.5% | -26.1% | +218.6% | +201.0% |
| YTD | +160.9% | -10.5% | +171.5% | +159.7% |
| 1Y | +155.0% | -13.3% | +168.2% | +151.7% |
| 3Y | +289.4% | +116.4% | +173.0% | +227.1% |
| All | +396.0% | +198.6% | +197.4% | +284.6% |
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