+49.5%
CNH vs UEC
+246.4%
-196.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +10.1% | +0.8% | +9.5% |
| 7D | +8.6% | +1.5% | +7.1% | +8.3% |
| 30D | +12.6% | -17.1% | +29.6% | +15.2% |
| 3M | +17.5% | -32.3% | +49.8% | +23.2% |
| 6M | +18.1% | -49.7% | +67.8% | +27.9% |
| YTD | +40.4% | -34.8% | +75.1% | +44.7% |
| 1Y | +34.0% | -37.5% | +71.5% | +38.1% |
| 3Y | +35.3% | +37.1% | -1.8% | +16.8% |
| 5Y | -5.1% | +44.3% | -49.4% | -24.3% |
| 10Y | +124.0% | +737.4% | -613.3% | +19.4% |
| All | +49.5% | +246.4% | -196.8% | -19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling