+421.3%
THC vs UEC
+18.1%
+403.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.2% |
| 7D | +1.0% | -3.8% | +4.7% | +1.1% |
| 30D | +5.3% | -13.5% | +18.8% | +5.9% |
| 3M | +7.1% | -40.5% | +47.6% | +9.4% |
| 6M | +46.0% | -56.7% | +102.7% | +51.3% |
| YTD | +43.9% | -43.0% | +86.9% | +44.6% |
| 1Y | +45.4% | -42.5% | +88.0% | +45.6% |
| 3Y | +421.3% | +11.6% | +409.7% | +331.7% |
| All | +421.3% | +18.1% | +403.2% | +331.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling