+621.7%
HPE vs UEC
+878.0%
-256.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.7% | -4.5% |
| 7D | -0.6% | -6.9% | +6.3% | +0.5% |
| 30D | -2.3% | +7.6% | -9.9% | -3.6% |
| 3M | -2.9% | -18.4% | +15.5% | -0.6% |
| 6M | +143.6% | -23.3% | +166.8% | +149.5% |
| YTD | +118.5% | -1.2% | +119.7% | +114.2% |
| 1Y | +129.2% | +2.3% | +126.9% | +120.5% |
| 3Y | +212.5% | +162.3% | +50.2% | +150.6% |
| 5Y | +286.9% | +287.2% | -0.3% | +169.3% |
| 10Y | +432.3% | +1,009.6% | -577.3% | +153.5% |
| All | +621.7% | +878.0% | -256.2% | +239.5% |
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