+790.9%
NOW vs UEC
+908.7%
-117.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.0% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +2.9% | +1.9% | +0.9% | +2.3% |
| 3M | +22.6% | +8.9% | +13.6% | +20.1% |
| 6M | +7.5% | -14.5% | +22.0% | +7.4% |
| YTD | -14.4% | -0.7% | -13.7% | -17.3% |
| 1Y | -29.8% | -4.1% | -25.7% | -32.8% |
| 3Y | +9.2% | +148.9% | -139.7% | -14.1% |
| 5Y | +0.8% | +300.0% | -299.2% | -30.2% |
| 10Y | +790.9% | +994.3% | -203.4% | +374.2% |
| All | +790.9% | +908.7% | -117.8% | +374.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling