+276.8%
XHB vs UEC
+0.2%
+276.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.0% |
| 7D | -0.2% | -3.8% | +3.5% | +0.1% |
| 30D | +9.9% | -13.5% | +23.4% | +11.3% |
| 3M | -6.3% | -40.5% | +34.2% | -1.7% |
| 6M | +3.8% | -56.7% | +60.5% | +11.7% |
| YTD | +0.1% | -43.0% | +43.1% | +3.7% |
| 1Y | -0.8% | -42.5% | +41.7% | +2.2% |
| 3Y | +35.6% | +11.6% | +24.0% | +24.7% |
| 5Y | +29.6% | +21.8% | +7.8% | +11.7% |
| 10Y | +237.5% | +623.9% | -386.4% | +114.3% |
| All | +276.8% | +0.2% | +276.7% | +91.3% |
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