+1,773.8%
HWM vs UEC
+1,196.6%
+577.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | -2.1% | -6.9% | +4.8% | -1.0% |
| 30D | -11.0% | +7.6% | -18.6% | -12.5% |
| 3M | +4.0% | -18.4% | +22.4% | +6.0% |
| 6M | -0.2% | -23.3% | +23.0% | +1.6% |
| YTD | +26.7% | -1.2% | +27.8% | +22.6% |
| 1Y | +44.7% | +2.3% | +42.4% | +36.8% |
| 3Y | +426.1% | +162.3% | +263.8% | +296.7% |
| 5Y | +738.5% | +287.2% | +451.3% | +432.1% |
| All | +1,773.8% | +1,196.6% | +577.2% | +652.6% |
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