+174.8%
NVT vs UEC
+134.5%
+40.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.0% |
| 7D | +2.0% | -4.3% | +6.3% | +3.1% |
| 30D | -7.2% | -3.8% | -3.3% | -6.8% |
| 3M | -0.9% | +17.0% | -17.9% | -5.3% |
| 6M | +42.6% | -23.9% | +66.5% | +47.2% |
| YTD | +52.9% | -5.7% | +58.5% | +48.5% |
| 1Y | +64.5% | -12.5% | +77.0% | +59.3% |
| All | +174.8% | +134.5% | +40.3% | +102.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling