-38.6%
NIO vs UEC
+5.5%
-44.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.7% |
| 7D | -6.7% | +2.6% | -9.2% | -7.0% |
| 30D | -20.0% | +5.6% | -25.6% | -20.8% |
| 3M | -30.5% | -5.7% | -24.7% | -30.4% |
| 6M | -20.7% | -8.0% | -12.7% | -20.5% |
| YTD | -25.7% | +1.8% | -27.5% | -25.4% |
| 1Y | -38.6% | +0.6% | -39.2% | -31.3% |
| All | -38.6% | +5.5% | -44.1% | -31.3% |
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