+751.2%
NVT vs UEC
+677.1%
+74.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.0% | +1.2% | +3.6% |
| 7D | +10.4% | +2.6% | +7.8% | +9.8% |
| 30D | -1.3% | +5.6% | -6.9% | -2.7% |
| 3M | -0.6% | -5.7% | +5.1% | -0.6% |
| 6M | +53.8% | -8.0% | +61.8% | +52.8% |
| YTD | +60.2% | +1.8% | +58.4% | +54.8% |
| 1Y | +76.8% | +0.6% | +76.2% | +68.7% |
| 3Y | +191.2% | +155.2% | +36.1% | +123.0% |
| 5Y | +430.9% | +305.8% | +125.1% | +231.9% |
| All | +751.2% | +677.1% | +74.1% | +229.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling