-19.5%
NOW vs UEC
+28.2%
-47.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +3.1% |
| 7D | -5.6% | +0.6% | -6.1% | -5.6% |
| 30D | -26.8% | -18.1% | -8.6% | -25.9% |
| 3M | -19.4% | -36.9% | +17.5% | -17.4% |
| 6M | +12.3% | -56.1% | +68.4% | +17.6% |
| YTD | -32.9% | -38.1% | +5.2% | -32.4% |
| 1Y | -40.3% | -41.7% | +1.4% | -39.6% |
| All | -19.5% | +28.2% | -47.7% | -28.1% |
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