+48.8%
NU vs UEC
+208.6%
-159.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.0% |
| 7D | +7.5% | -6.9% | +14.4% | +9.3% |
| 30D | +6.1% | +7.6% | -1.5% | +3.8% |
| 3M | +26.8% | -18.4% | +45.2% | +30.9% |
| 6M | +2.5% | -23.3% | +25.7% | +5.2% |
| YTD | -8.2% | -1.2% | -7.0% | -12.5% |
| 1Y | +3.4% | +2.3% | +1.1% | -5.3% |
| 3Y | +116.2% | +162.3% | -46.1% | +33.1% |
| All | +48.8% | +208.6% | -159.8% | -29.7% |
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