+243.3%
UEC vs HRB
+109.9%
+133.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -5.0% |
| 7D | -4.3% | -12.2% | +7.9% | -3.4% |
| 30D | -3.8% | -3.0% | -0.9% | -3.7% |
| 3M | +17.0% | +21.7% | -4.7% | +14.4% |
| 6M | -23.9% | +52.3% | -76.2% | -28.4% |
| YTD | -5.7% | +6.5% | -12.1% | -5.8% |
| 1Y | -12.5% | -6.7% | -5.9% | -10.9% |
| 3Y | +136.5% | +25.1% | +111.4% | +111.7% |
| 5Y | +243.3% | +113.8% | +129.5% | +150.7% |
| All | +243.3% | +109.9% | +133.4% | +150.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling