+28.0%
NU vs UEC
+78.1%
-50.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.1% | +13.8% | +12.2% |
| 7D | +9.9% | -3.8% | +13.6% | +10.7% |
| 30D | -11.5% | -13.5% | +2.1% | -9.0% |
| 3M | -5.1% | -40.5% | +35.4% | +6.3% |
| 6M | +3.1% | -56.7% | +59.8% | +22.1% |
| YTD | -21.0% | -43.0% | +22.0% | -14.7% |
| 1Y | -15.2% | -42.5% | +27.3% | -9.5% |
| 3Y | +56.4% | +11.6% | +44.9% | +22.3% |
| All | +28.0% | +78.1% | -50.1% | -31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling