+952.5%
THC vs UEC
+4.1%
+948.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.8% | -7.9% | -1.9% |
| 7D | +3.7% | -10.2% | +13.9% | +4.9% |
| 30D | +9.0% | -26.9% | +36.0% | +13.0% |
| 3M | +10.4% | -35.7% | +46.1% | +15.7% |
| 6M | +45.7% | -56.1% | +101.8% | +58.0% |
| YTD | +42.6% | -40.8% | +83.3% | +46.4% |
| 1Y | +38.8% | -43.4% | +82.1% | +42.7% |
| 3Y | +418.8% | +25.4% | +393.5% | +353.1% |
| 5Y | +275.7% | +51.1% | +224.6% | +201.6% |
| 10Y | +1,496.2% | +695.4% | +800.8% | +821.3% |
| All | +952.5% | +4.1% | +948.4% | +456.9% |
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