+30.0%
LH vs UEC
+289.3%
-259.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.3% | -1.0% |
| 7D | -3.2% | -0.2% | -3.0% | -3.2% |
| 30D | +0.1% | +1.9% | -1.8% | 0.0% |
| 3M | +18.6% | +8.9% | +9.7% | +17.8% |
| 6M | +17.9% | -14.5% | +32.4% | +17.9% |
| YTD | +28.9% | -0.7% | +29.6% | +27.5% |
| 1Y | +16.6% | -4.1% | +20.7% | +14.8% |
| 3Y | +63.6% | +148.9% | -85.4% | +46.6% |
| 5Y | +30.0% | +300.0% | -270.0% | +12.0% |
| All | +30.0% | +289.3% | -259.2% | +12.0% |
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 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