-24.1%
NU vs UEC
-46.3%
+22.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.9% | +8.2% | +4.1% |
| 7D | +0.2% | -13.8% | +14.0% | +2.8% |
| 30D | -21.0% | -23.1% | +2.1% | -17.4% |
| 3M | -16.3% | -31.5% | +15.2% | -10.9% |
| 6M | -15.3% | -51.5% | +36.2% | -6.1% |
| YTD | -28.4% | -38.4% | +10.1% | -23.4% |
| 1Y | -24.1% | -44.7% | +20.6% | -18.1% |
| All | -24.1% | -46.3% | +22.2% | -18.1% |
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