+884.6%
THC vs UEC
+73.5%
+811.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | -0.7% | -6.9% | +6.3% | +0.2% |
| 30D | +1.3% | +7.6% | -6.4% | 0.0% |
| 3M | +64.2% | -18.4% | +82.6% | +66.5% |
| 6M | +8.3% | -23.3% | +31.5% | +9.5% |
| YTD | +33.4% | -1.2% | +34.6% | +29.2% |
| 1Y | +37.7% | +2.3% | +35.4% | +30.8% |
| 3Y | +236.8% | +162.3% | +74.5% | +168.2% |
| 5Y | +249.3% | +287.2% | -38.0% | +148.2% |
| 10Y | +995.2% | +1,009.6% | -14.4% | +506.2% |
| All | +884.6% | +73.5% | +811.1% | +391.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling