+68.4%
NTAP vs UEC
-42.8%
+111.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.2% | +4.0% |
| 7D | -2.4% | +0.6% | -3.0% | -2.5% |
| 30D | -23.4% | -18.1% | -5.3% | -22.3% |
| 3M | -7.5% | -36.9% | +29.4% | -4.8% |
| 6M | +56.4% | -56.1% | +112.5% | +63.6% |
| YTD | +73.6% | -38.1% | +111.7% | +73.5% |
| 1Y | +68.4% | -41.7% | +110.1% | +69.7% |
| All | +68.4% | -42.8% | +111.1% | +69.7% |
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