+60.9%
NTAP vs UEC
-57.4%
+118.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.9% | +7.6% | +2.5% |
| 7D | +9.9% | +4.9% | +4.9% | +8.9% |
| 30D | -22.1% | -17.5% | -4.7% | -20.2% |
| 3M | -7.7% | -40.1% | +32.4% | -3.2% |
| 6M | +60.9% | -56.1% | +117.1% | +79.9% |
| All | +60.9% | -57.4% | +118.4% | +79.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling