+65.6%
UEC vs HRB
+372.3%
-306.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +1.5% |
| 7D | -6.9% | -5.7% | -1.3% | -5.3% |
| 30D | +7.6% | +7.9% | -0.3% | +4.5% |
| 3M | -18.4% | +32.1% | -50.5% | -26.4% |
| 6M | -23.3% | +62.2% | -85.5% | -36.9% |
| YTD | -1.2% | +16.4% | -17.6% | -9.7% |
| 1Y | +2.3% | -0.3% | +2.6% | -2.3% |
| 3Y | +162.3% | +36.0% | +126.2% | +115.6% |
| 5Y | +287.2% | +125.2% | +162.0% | +157.0% |
| 10Y | +1,009.6% | +237.7% | +771.9% | +487.8% |
| All | +65.6% | +372.3% | -306.7% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling