+28.0%
NBIS vs UEC
-46.3%
+74.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.9% | -1.8% | -3.8% |
| 7D | -22.4% | -13.8% | -8.6% | -15.0% |
| 30D | -39.1% | -23.1% | -16.0% | -28.6% |
| 3M | -37.3% | -31.5% | -5.8% | -23.4% |
| 6M | -19.8% | -51.5% | +31.7% | +14.8% |
| YTD | +69.1% | -38.4% | +107.5% | +96.6% |
| 1Y | +28.0% | -44.7% | +72.7% | +57.9% |
| All | +28.0% | -46.3% | +74.4% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling