+140.2%
UEC vs HRB
+25.9%
+114.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.6% |
| 7D | -0.2% | -10.6% | +10.4% | -1.4% |
| 30D | +1.9% | -0.8% | +2.8% | +2.2% |
| 3M | +8.9% | +19.1% | -10.1% | +11.8% |
| 6M | -14.5% | +48.7% | -63.2% | -10.8% |
| YTD | -0.7% | +7.1% | -7.8% | +1.6% |
| 1Y | -4.1% | -8.3% | +4.3% | -2.3% |
| All | +140.2% | +25.9% | +114.2% | +132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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