+12.8%
CNH vs UEC
+151.4%
-138.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.8% | +4.0% |
| 7D | +23.3% | -6.9% | +30.2% | +24.2% |
| 30D | +33.5% | +7.6% | +25.8% | +32.0% |
| 3M | +32.7% | -18.4% | +51.1% | +34.4% |
| 6M | +22.2% | -23.3% | +45.4% | +23.6% |
| YTD | +57.7% | -1.2% | +58.9% | +55.7% |
| 1Y | +28.0% | +2.3% | +25.7% | +24.5% |
| All | +12.8% | +151.4% | -138.7% | -5.4% |
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 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