+184.5%
NOK vs UEC
+146.8%
+37.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.5% | +1.3% |
| 7D | +9.3% | -0.2% | +9.5% | +9.4% |
| 30D | +17.9% | +1.9% | +15.9% | +17.4% |
| 3M | -22.3% | +8.9% | -31.2% | -23.5% |
| 6M | +36.4% | -14.5% | +50.8% | +37.1% |
| YTD | +66.3% | -0.7% | +67.0% | +64.5% |
| 1Y | +134.4% | -4.1% | +138.5% | +132.5% |
| All | +184.5% | +146.8% | +37.7% | +169.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling