+50.0%
HUM vs UEC
-46.3%
+96.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | -0.2% |
| 7D | +1.6% | -13.8% | +15.4% | +1.4% |
| 30D | +3.5% | -23.1% | +26.6% | +3.2% |
| 3M | +15.5% | -31.5% | +47.0% | +14.9% |
| 6M | +76.2% | -51.5% | +127.7% | +73.5% |
| YTD | +64.5% | -38.4% | +103.0% | +53.6% |
| 1Y | +50.0% | -44.7% | +94.7% | +39.4% |
| All | +50.0% | -46.3% | +96.4% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling