+2,490.2%
NVDL vs UEC
+186.3%
+2,303.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +1.9% |
| 7D | -10.3% | -9.4% | -0.9% | -6.7% |
| 30D | -7.1% | -8.0% | +0.9% | -4.4% |
| 3M | +6.6% | -1.7% | +8.3% | +6.4% |
| 6M | +21.1% | -26.1% | +47.2% | +31.7% |
| YTD | +15.2% | -10.5% | +25.7% | +12.4% |
| 1Y | +18.8% | -13.3% | +32.1% | +13.1% |
| 3Y | +649.9% | +116.4% | +533.5% | +385.2% |
| All | +2,490.2% | +186.3% | +2,303.9% | +1,528.8% |
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