+37.0%
CHYM vs UEC
-1.0%
+38.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.3% |
| 7D | +1.7% | -6.9% | +8.6% | +3.1% |
| 30D | +30.2% | +7.6% | +22.6% | +28.0% |
| 3M | +85.9% | -18.4% | +104.3% | +90.5% |
| 6M | +49.9% | -23.3% | +73.2% | +53.4% |
| YTD | +34.1% | -1.2% | +35.3% | +31.2% |
| 1Y | +37.0% | +2.3% | +34.7% | +30.9% |
| All | +37.0% | -1.0% | +38.0% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling