+571.9%
HPE vs UEC
+464.4%
+107.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.7% | -3.4% |
| 7D | +7.9% | -3.8% | +11.6% | +8.4% |
| 30D | -23.5% | -13.5% | -10.0% | -21.8% |
| 3M | -19.1% | -40.5% | +21.4% | -13.0% |
| 6M | +51.4% | -56.7% | +108.1% | +69.7% |
| YTD | +103.4% | -43.0% | +146.4% | +116.0% |
| 1Y | +114.4% | -42.5% | +156.9% | +126.4% |
| 3Y | +224.7% | +11.6% | +213.1% | +195.8% |
| 5Y | +277.8% | +21.8% | +256.0% | +215.1% |
| 10Y | +371.1% | +623.9% | -252.8% | +137.8% |
| All | +571.9% | +464.4% | +107.5% | +242.4% |
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