+2.5%
CHD vs UEC
+146.8%
-144.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.5% |
| 7D | -4.2% | -0.2% | -4.0% | -4.2% |
| 30D | -7.6% | +1.9% | -9.5% | -7.5% |
| 3M | -1.6% | +8.9% | -10.5% | -1.2% |
| 6M | -6.3% | -14.5% | +8.1% | -6.2% |
| YTD | +14.6% | -0.7% | +15.3% | +15.4% |
| 1Y | +1.6% | -4.1% | +5.6% | +2.4% |
| All | +2.5% | +146.8% | -144.4% | +3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling