+32.6%
NET vs UEC
+59.8%
-27.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.9% | +2.3% | -1.1% |
| 7D | -16.4% | -13.8% | -2.6% | -12.4% |
| 30D | -25.8% | -23.1% | -2.7% | -20.0% |
| 3M | -11.5% | -31.5% | +20.0% | -1.8% |
| 6M | +18.9% | -51.5% | +70.4% | +43.4% |
| YTD | +35.2% | -38.4% | +73.7% | +44.5% |
| 1Y | +14.5% | -44.7% | +59.1% | +25.2% |
| 3Y | +313.8% | +24.4% | +289.4% | +182.2% |
| 5Y | +32.6% | +57.3% | -24.8% | -36.2% |
| All | +32.6% | +59.8% | -27.2% | -36.2% |
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