+94.1%
NVS vs UEC
+273.6%
-179.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.1% |
| 7D | -15.7% | -4.3% | -11.4% | -15.6% |
| 30D | -11.1% | -3.8% | -7.2% | -11.1% |
| 3M | -7.2% | +17.0% | -24.2% | -7.7% |
| 6M | -12.3% | -23.9% | +11.6% | -12.1% |
| YTD | +2.8% | -5.7% | +8.4% | +2.3% |
| 1Y | +11.9% | -12.5% | +24.5% | +11.2% |
| 3Y | +55.1% | +136.5% | -81.4% | +46.3% |
| 5Y | +94.1% | +243.3% | -149.2% | +77.6% |
| All | +94.1% | +273.6% | -179.5% | +77.6% |
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