+19.4%
NEE vs UEC
-8.9%
+28.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.1% |
| 7D | -1.9% | -4.3% | +2.3% | -1.8% |
| 30D | -3.1% | -3.8% | +0.7% | -3.1% |
| 3M | -2.4% | +17.0% | -19.4% | -3.1% |
| 6M | -8.6% | -23.9% | +15.3% | -8.0% |
| YTD | +4.9% | -5.7% | +10.6% | +5.9% |
| 1Y | +19.4% | -12.5% | +31.9% | +21.5% |
| All | +19.4% | -8.9% | +28.2% | +21.5% |
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