+1,384.2%
HUBB vs UEC
+78.8%
+1,305.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.2% | +0.5% |
| 7D | +4.8% | +2.6% | +2.2% | +4.5% |
| 30D | -9.3% | +5.6% | -14.9% | -10.1% |
| 3M | -3.9% | -5.7% | +1.8% | -3.9% |
| 6M | -0.8% | -8.0% | +7.2% | -1.5% |
| YTD | +5.6% | +1.8% | +3.8% | +3.2% |
| 1Y | +7.7% | +0.6% | +7.1% | +4.5% |
| 3Y | +47.5% | +155.2% | -107.7% | +25.2% |
| 5Y | +153.7% | +305.8% | -152.1% | +92.5% |
| 10Y | +433.0% | +943.0% | -510.0% | +223.4% |
| All | +1,384.2% | +78.8% | +1,305.4% | +618.8% |
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