+51.0%
HPQ vs UEC
+198.6%
-147.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -5.2% | +13.6% | +8.9% |
| 7D | +9.8% | -9.4% | +19.2% | +10.7% |
| 30D | +22.4% | -8.0% | +30.4% | +22.9% |
| 3M | +45.2% | -1.7% | +46.9% | +44.4% |
| 6M | +96.4% | -26.1% | +122.6% | +98.9% |
| YTD | +65.4% | -10.5% | +75.9% | +61.6% |
| 1Y | +31.6% | -13.3% | +44.9% | +27.5% |
| 3Y | +37.0% | +116.4% | -79.3% | +10.7% |
| All | +51.0% | +198.6% | -147.6% | +13.4% |
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 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