-11.1%
CHYM vs UEC
+63.8%
-74.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.2% | +6.2% | +2.0% |
| 7D | -2.3% | -9.4% | +7.2% | -0.4% |
| 30D | +4.4% | -8.0% | +12.4% | +5.8% |
| 3M | +91.3% | -1.7% | +93.0% | +90.5% |
| 6M | +44.0% | -26.1% | +70.1% | +49.3% |
| YTD | +31.1% | -10.5% | +41.6% | +29.2% |
| 1Y | +37.8% | -13.3% | +51.1% | +32.0% |
| All | -11.1% | +63.8% | -74.9% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling