+6.8%
NOW vs UEC
+274.7%
-267.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.2% | -3.0% |
| 7D | -2.4% | -6.9% | +4.6% | -1.5% |
| 30D | +20.5% | +7.6% | +12.9% | +19.0% |
| 3M | +18.3% | -18.4% | +36.7% | +20.6% |
| 6M | +24.1% | -23.3% | +47.3% | +25.8% |
| YTD | -7.8% | -1.2% | -6.6% | -11.3% |
| 1Y | -21.4% | +2.3% | -23.7% | -26.2% |
| 3Y | +19.5% | +162.3% | -142.7% | -12.8% |
| All | +6.8% | +274.7% | -267.8% | -32.0% |
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