+70.9%
NVT vs UEC
-1.0%
+71.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | +5.1% | -6.9% | +12.0% | +6.7% |
| 30D | -3.7% | +7.6% | -11.4% | -5.7% |
| 3M | -10.1% | -18.4% | +8.2% | -7.8% |
| 6M | +37.5% | -23.3% | +60.7% | +40.2% |
| YTD | +53.7% | -1.2% | +54.9% | +48.4% |
| 1Y | +70.9% | +2.3% | +68.6% | +66.7% |
| All | +70.9% | -1.0% | +71.9% | +66.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling