+65.0%
NUE vs UEC
+146.8%
-81.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.8% |
| 7D | -2.3% | -0.2% | -2.1% | -2.3% |
| 30D | -6.1% | +1.9% | -8.0% | -6.5% |
| 3M | +1.7% | +8.9% | -7.3% | +0.2% |
| 6M | +53.1% | -14.5% | +67.5% | +53.2% |
| YTD | +59.0% | -0.7% | +59.7% | +55.9% |
| 1Y | +85.3% | -4.1% | +89.4% | +80.5% |
| All | +65.0% | +146.8% | -81.8% | +37.2% |
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