+888.7%
NI vs UEC
+0.2%
+888.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.6% |
| 7D | +4.3% | -3.8% | +8.1% | +4.5% |
| 30D | +12.4% | -13.5% | +25.9% | +13.0% |
| 3M | +10.2% | -40.5% | +50.7% | +12.5% |
| 6M | -0.8% | -56.7% | +55.9% | +2.5% |
| YTD | +13.2% | -43.0% | +56.2% | +14.8% |
| 1Y | +10.1% | -42.5% | +52.6% | +11.4% |
| 3Y | +103.1% | +11.6% | +91.5% | +94.7% |
| 5Y | +115.5% | +21.8% | +93.8% | +100.1% |
| 10Y | +195.5% | +623.9% | -428.4% | +133.3% |
| All | +888.7% | +0.2% | +888.5% | +683.8% |
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