-5.1%
CNH vs UEC
+41.6%
-46.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +10.1% | +0.8% | +9.4% |
| 7D | +8.6% | +1.5% | +7.1% | +8.3% |
| 30D | +12.6% | -17.1% | +29.6% | +15.3% |
| 3M | +17.5% | -32.3% | +49.8% | +23.4% |
| 6M | +18.1% | -49.7% | +67.8% | +28.3% |
| YTD | +40.4% | -34.8% | +75.1% | +44.8% |
| 1Y | +34.0% | -37.5% | +71.5% | +38.2% |
| 3Y | +35.3% | +37.1% | -1.8% | +13.0% |
| 5Y | -5.1% | +44.3% | -49.4% | -27.3% |
| All | -5.1% | +41.6% | -46.7% | -27.3% |
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