+21.3%
HPQ vs UEC
-46.3%
+67.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.9% | +10.8% | +5.7% |
| 7D | -7.8% | -13.8% | +6.0% | -8.1% |
| 30D | -4.9% | -23.1% | +18.2% | -5.4% |
| 3M | +4.9% | -31.5% | +36.4% | +3.8% |
| 6M | +47.1% | -51.5% | +98.5% | +46.3% |
| YTD | +39.5% | -38.4% | +78.0% | +33.4% |
| 1Y | +21.3% | -44.7% | +66.0% | +17.1% |
| All | +21.3% | -46.3% | +67.6% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling