+279.1%
XHB vs UEC
+73.5%
+205.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | -1.3% | -6.9% | +5.6% | -0.6% |
| 30D | -6.9% | +7.6% | -14.5% | -7.8% |
| 3M | -1.3% | -18.4% | +17.1% | +0.1% |
| 6M | -6.8% | -23.3% | +16.5% | -5.5% |
| YTD | +0.7% | -1.2% | +1.9% | -1.1% |
| 1Y | -11.2% | +2.3% | -13.5% | -14.2% |
| 3Y | +25.3% | +162.3% | -136.9% | +5.4% |
| 5Y | +37.3% | +287.2% | -249.9% | +4.7% |
| 10Y | +211.5% | +1,009.6% | -798.1% | +89.4% |
| All | +279.1% | +73.5% | +205.5% | +82.5% |
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