+47.4%
JHX vs UEC
-46.3%
+93.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.9% | +13.2% | +9.3% |
| 7D | +13.3% | -13.8% | +27.1% | +16.5% |
| 30D | +17.1% | -23.1% | +40.2% | +23.0% |
| 3M | +4.1% | -31.5% | +35.6% | +11.4% |
| 6M | +48.5% | -51.5% | +100.0% | +66.1% |
| YTD | +42.3% | -38.4% | +80.7% | +54.5% |
| 1Y | +47.4% | -44.7% | +92.1% | +59.0% |
| All | +47.4% | -46.3% | +93.7% | +59.0% |
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