+1,800.1%
THC vs UEC
+765.9%
+1,034.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.1% | -8.1% | +0.4% |
| 7D | +7.5% | +1.5% | +6.0% | +7.0% |
| 30D | +9.6% | -17.1% | +26.6% | +12.3% |
| 3M | +10.3% | -32.3% | +42.6% | +16.0% |
| 6M | +51.8% | -49.7% | +101.5% | +64.6% |
| YTD | +45.4% | -34.8% | +80.2% | +47.5% |
| 1Y | +40.8% | -37.5% | +78.3% | +43.0% |
| 3Y | +448.8% | +37.1% | +411.8% | +341.9% |
| 5Y | +263.4% | +44.3% | +219.1% | +163.9% |
| 10Y | +1,800.1% | +737.4% | +1,062.7% | +715.6% |
| All | +1,800.1% | +765.9% | +1,034.2% | +715.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling