+36.9%
NTRS vs UEC
-20.9%
+57.8%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.7% |
| 7D | +0.3% | -4.3% | +4.6% | +0.6% |
| 30D | +0.2% | -3.8% | +4.0% | +0.2% |
| 3M | +13.2% | +17.0% | -3.8% | +11.0% |
| 6M | +36.9% | -23.9% | +60.8% | +36.8% |
| All | +36.9% | -20.9% | +57.8% | +36.8% |
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