+1,449.6%
NET vs UEC
+1,065.7%
+383.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.0% |
| 7D | -7.0% | -6.9% | 0.0% | -5.4% |
| 30D | -4.8% | +7.6% | -12.4% | -6.6% |
| 3M | +3.8% | -18.4% | +22.2% | +7.6% |
| 6M | +50.0% | -23.3% | +73.3% | +55.0% |
| YTD | +41.5% | -1.2% | +42.7% | +35.1% |
| 1Y | +32.8% | +2.3% | +30.5% | +22.8% |
| 3Y | +335.9% | +162.3% | +173.6% | +189.9% |
| 5Y | +113.8% | +287.2% | -173.4% | +26.7% |
| All | +1,449.6% | +1,065.7% | +383.9% | +557.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling