+911.9%
NVDA vs UEC
+289.3%
+622.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.3% |
| 7D | -0.3% | -0.2% | -0.2% | -0.3% |
| 30D | +2.8% | +1.9% | +0.9% | +1.8% |
| 3M | +7.4% | +8.9% | -1.5% | +3.9% |
| 6M | +22.6% | -14.5% | +37.1% | +23.3% |
| YTD | +20.1% | -0.7% | +20.8% | +13.9% |
| 1Y | +31.2% | -4.1% | +35.2% | +22.4% |
| 3Y | +391.7% | +148.9% | +242.8% | +222.4% |
| 5Y | +911.9% | +300.0% | +611.9% | +437.1% |
| All | +911.9% | +289.3% | +622.6% | +437.1% |
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 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