+41.8%
NTR vs UEC
-1.0%
+42.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.8% | -1.6% |
| 7D | +8.1% | -6.9% | +15.0% | +8.4% |
| 30D | +18.8% | +7.6% | +11.1% | +18.1% |
| 3M | +16.2% | -18.4% | +34.6% | +17.0% |
| 6M | +9.8% | -23.3% | +33.0% | +10.5% |
| YTD | +30.9% | -1.2% | +32.1% | +30.2% |
| 1Y | +41.8% | +2.3% | +39.4% | +37.7% |
| All | +41.8% | -1.0% | +42.8% | +37.7% |
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