+1,735.1%
NTRA vs UEC
+616.0%
+1,119.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.3% |
| 7D | +1.6% | -0.2% | +1.8% | +1.6% |
| 30D | +3.8% | +1.9% | +1.8% | +3.1% |
| 3M | +48.2% | +8.9% | +39.3% | +44.7% |
| 6M | +61.0% | -14.5% | +75.4% | +61.6% |
| YTD | +44.2% | -0.7% | +44.9% | +39.5% |
| 1Y | +87.3% | -4.1% | +91.3% | +78.8% |
| 3Y | +509.4% | +148.9% | +360.5% | +352.5% |
| 5Y | +175.1% | +300.0% | -124.9% | +74.1% |
| 10Y | +3,203.1% | +994.3% | +2,208.8% | +1,369.3% |
| All | +1,735.1% | +616.0% | +1,119.0% | +650.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling