+25.1%
HPQ vs UEC
+146.8%
-121.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.4% | +5.0% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +9.7% | +1.9% | +7.8% | +9.4% |
| 3M | +32.7% | +8.9% | +23.8% | +31.7% |
| 6M | +77.7% | -14.5% | +92.2% | +77.6% |
| YTD | +51.0% | -0.7% | +51.7% | +47.7% |
| 1Y | +18.4% | -4.1% | +22.5% | +15.4% |
| All | +25.1% | +146.8% | -121.7% | +13.1% |
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 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