+782.7%
NI vs UEC
+73.5%
+709.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.0% | -6.9% | +9.0% | +2.4% |
| 30D | -3.5% | +7.6% | -11.2% | -4.0% |
| 3M | -9.1% | -18.4% | +9.3% | -8.6% |
| 6M | -11.8% | -23.3% | +11.4% | -11.4% |
| YTD | +1.1% | -1.2% | +2.3% | +0.1% |
| 1Y | +6.7% | +2.3% | +4.4% | +4.9% |
| 3Y | +71.1% | +162.3% | -91.2% | +57.5% |
| 5Y | +94.3% | +287.2% | -192.9% | +70.2% |
| 10Y | +135.8% | +1,009.6% | -873.8% | +82.6% |
| All | +782.7% | +73.5% | +709.1% | +583.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling