+136.7%
NTAP vs UEC
+278.7%
-141.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.1% | +1.6% |
| 7D | +3.3% | +2.6% | +0.7% | +3.0% |
| 30D | -0.2% | +5.6% | -5.8% | -1.1% |
| 3M | +11.4% | -5.7% | +17.1% | +11.3% |
| 6M | +88.7% | -8.0% | +96.7% | +87.1% |
| YTD | +78.9% | +1.8% | +77.1% | +73.9% |
| 1Y | +58.8% | +0.6% | +58.2% | +52.6% |
| 3Y | +153.5% | +155.2% | -1.6% | +107.5% |
| 5Y | +136.7% | +305.8% | -169.1% | +79.7% |
| All | +136.7% | +278.7% | -141.9% | +79.7% |
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 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