+70.8%
NVT vs UEC
-16.4%
+87.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.2% | +9.8% | +5.7% |
| 7D | +4.1% | -9.4% | +13.5% | +6.2% |
| 30D | -5.1% | -8.0% | +2.9% | -3.9% |
| 3M | -1.2% | -1.7% | +0.5% | -1.9% |
| 6M | +46.6% | -26.1% | +72.7% | +51.1% |
| YTD | +60.0% | -10.5% | +70.5% | +57.4% |
| 1Y | +70.8% | -13.3% | +84.1% | +69.4% |
| All | +70.8% | -16.4% | +87.2% | +69.4% |
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