+537.4%
HWM vs UEC
+47.5%
+489.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.8% | -4.3% | +1.5% |
| 7D | +3.4% | -10.2% | +13.6% | +5.0% |
| 30D | -7.5% | -26.9% | +19.4% | -3.5% |
| 3M | -28.9% | -35.7% | +6.8% | -24.9% |
| 6M | -19.6% | -56.1% | +36.5% | -11.4% |
| YTD | +0.6% | -40.8% | +41.4% | +4.7% |
| 1Y | +0.3% | -43.4% | +43.7% | +4.6% |
| 3Y | +326.1% | +25.4% | +300.8% | +266.7% |
| All | +537.4% | +47.5% | +489.8% | +403.3% |
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