+34.6%
THC vs UEC
+5.5%
+29.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -2.3% |
| 7D | -2.6% | +2.6% | -5.1% | -2.6% |
| 30D | -1.2% | +5.6% | -6.8% | -1.2% |
| 3M | +58.9% | -5.7% | +64.6% | +58.9% |
| 6M | +9.3% | -8.0% | +17.4% | +9.5% |
| YTD | +30.4% | +1.8% | +28.6% | +28.3% |
| 1Y | +34.6% | +0.6% | +34.0% | +32.3% |
| All | +34.6% | +5.5% | +29.1% | +32.3% |
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