+103.5%
NU vs UEC
+134.5%
-30.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.9% |
| 7D | -4.2% | -4.3% | 0.0% | -3.6% |
| 30D | +10.0% | -3.8% | +13.9% | +10.5% |
| 3M | +29.3% | +17.0% | +12.3% | +25.3% |
| 6M | +0.9% | -23.9% | +24.8% | +3.0% |
| YTD | -10.3% | -5.7% | -4.6% | -11.8% |
| 1Y | -3.2% | -12.5% | +9.4% | -5.3% |
| All | +103.5% | +134.5% | -30.9% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling