+1,040.6%
NBIS vs UEC
+27.4%
+1,013.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.0% | -0.1% | -2.4% |
| 7D | +8.3% | -4.3% | +12.6% | +11.0% |
| 30D | +18.1% | -3.8% | +21.9% | +18.9% |
| 3M | +7.8% | +17.0% | -9.2% | -1.0% |
| 6M | +136.6% | -23.9% | +160.5% | +157.2% |
| YTD | +172.5% | -5.7% | +178.2% | +161.9% |
| 1Y | +144.3% | -12.5% | +156.8% | +134.9% |
| All | +1,040.6% | +27.4% | +1,013.2% | +846.0% |
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