+320.5%
NRG vs UEC
+74.4%
+246.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.1% | -3.3% |
| 7D | +3.9% | -0.2% | +4.0% | +3.9% |
| 30D | -3.0% | +1.9% | -4.9% | -3.3% |
| 3M | -10.9% | +8.9% | -19.8% | -12.1% |
| 6M | -25.3% | -14.5% | -10.8% | -24.9% |
| YTD | -26.8% | -0.7% | -26.2% | -27.8% |
| 1Y | -23.3% | -4.1% | -19.2% | -24.5% |
| 3Y | +208.6% | +148.9% | +59.7% | +169.6% |
| 5Y | +194.1% | +300.0% | -105.9% | +133.3% |
| 10Y | +1,123.6% | +994.3% | +129.2% | +690.6% |
| All | +320.5% | +74.4% | +246.1% | +145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling