-92.2%
NIO vs UEC
+47.5%
-139.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.8% | -0.9% | +4.3% |
| 7D | +5.6% | -10.2% | +15.9% | +8.2% |
| 30D | -4.2% | -26.9% | +22.7% | +2.8% |
| 3M | -26.3% | -35.7% | +9.4% | -19.1% |
| 6M | -42.5% | -56.1% | +13.6% | -32.1% |
| YTD | -33.5% | -40.8% | +7.2% | -28.8% |
| 1Y | -52.7% | -43.4% | -9.3% | -49.2% |
| 3Y | -57.5% | +25.4% | -82.8% | -68.2% |
| All | -92.2% | +47.5% | -139.7% | -95.3% |
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 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