+8.7%
CNH vs UEC
+278.7%
-269.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.0% | -8.6% | -6.0% |
| 7D | +8.8% | +2.6% | +6.2% | +8.4% |
| 30D | +24.7% | +5.6% | +19.1% | +23.2% |
| 3M | +27.3% | -5.7% | +33.1% | +27.0% |
| 6M | +23.2% | -8.0% | +31.2% | +22.5% |
| YTD | +48.9% | +1.8% | +47.1% | +44.6% |
| 1Y | +19.4% | +0.6% | +18.8% | +14.0% |
| 3Y | +7.8% | +155.2% | -147.4% | -17.9% |
| 5Y | +8.7% | +305.8% | -297.1% | -27.9% |
| All | +8.7% | +278.7% | -269.9% | -27.9% |
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 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