+115.0%
NTAP vs UEC
+33.3%
+81.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.7% |
| 7D | -7.8% | -5.2% | -2.6% | -7.2% |
| 30D | -25.8% | -22.0% | -3.8% | -23.7% |
| 3M | -11.2% | -37.0% | +25.8% | -7.0% |
| 6M | +49.9% | -52.7% | +102.6% | +60.8% |
| YTD | +66.9% | -38.6% | +105.5% | +70.9% |
| 1Y | +58.8% | -44.6% | +103.4% | +64.1% |
| 3Y | +140.8% | +27.1% | +113.7% | +111.6% |
| 5Y | +115.0% | +37.9% | +77.1% | +78.5% |
| All | +115.0% | +33.3% | +81.7% | +78.5% |
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