+401.4%
HSY vs UEC
+73.5%
+327.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -3.3% | -6.9% | +3.6% | -3.1% |
| 30D | -2.8% | +7.6% | -10.5% | -3.2% |
| 3M | -4.5% | -18.4% | +13.9% | -4.1% |
| 6M | -24.2% | -23.3% | -0.9% | -24.0% |
| YTD | -2.7% | -1.2% | -1.5% | -3.6% |
| 1Y | -3.7% | +2.3% | -6.0% | -5.1% |
| 3Y | -11.5% | +162.3% | -173.7% | -17.4% |
| 5Y | +10.3% | +287.2% | -276.9% | -1.6% |
| 10Y | +122.1% | +1,009.6% | -887.5% | +78.0% |
| All | +401.4% | +73.5% | +327.8% | +280.2% |
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