+1,388.5%
HWM vs UEC
+677.5%
+711.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.8% | -4.3% | +1.4% |
| 7D | +3.4% | -10.2% | +13.6% | +5.2% |
| 30D | -7.5% | -26.9% | +19.4% | -2.9% |
| 3M | -28.9% | -35.7% | +6.8% | -24.3% |
| 6M | -19.6% | -56.1% | +36.5% | -10.2% |
| YTD | +0.6% | -40.8% | +41.4% | +5.3% |
| 1Y | +0.3% | -43.4% | +43.7% | +5.2% |
| 3Y | +326.1% | +25.4% | +300.8% | +263.6% |
| 5Y | +525.2% | +51.1% | +474.1% | +370.1% |
| 10Y | +1,492.9% | +695.4% | +797.5% | +590.1% |
| All | +1,388.5% | +677.5% | +711.0% | +546.5% |
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