+13.0%
HSY vs UEC
+273.6%
-260.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.3% |
| 7D | -0.4% | -4.3% | +3.8% | -0.4% |
| 30D | -3.4% | -3.8% | +0.4% | -3.4% |
| 3M | -0.5% | +17.0% | -17.5% | -0.6% |
| 6M | -19.1% | -23.9% | +4.7% | -19.1% |
| YTD | -2.1% | -5.7% | +3.6% | -2.3% |
| 1Y | -3.2% | -12.5% | +9.3% | -3.5% |
| 3Y | -8.8% | +136.5% | -145.3% | -11.4% |
| 5Y | +13.0% | +243.3% | -230.3% | +10.1% |
| All | +13.0% | +273.6% | -260.6% | +10.1% |
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 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