+68.1%
NTAP vs UEC
-46.3%
+114.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | -1.2% |
| 7D | -16.1% | -13.8% | -2.3% | -15.0% |
| 30D | -15.9% | -23.1% | +7.2% | -14.4% |
| 3M | -1.2% | -31.5% | +30.3% | +1.1% |
| 6M | +70.1% | -51.5% | +121.5% | +77.1% |
| YTD | +77.9% | -38.4% | +116.4% | +77.8% |
| 1Y | +68.1% | -44.7% | +112.8% | +69.1% |
| All | +68.1% | -46.3% | +114.5% | +69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling