-10.8%
NVTS vs UEC
-46.3%
+35.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -4.9% | +13.9% | +12.8% |
| 7D | -0.3% | -13.8% | +13.5% | +11.6% |
| 30D | -24.4% | -23.1% | -1.3% | -8.3% |
| 3M | -26.5% | -31.5% | +5.0% | -5.0% |
| 6M | -41.4% | -51.5% | +10.1% | -2.5% |
| YTD | +30.7% | -38.4% | +69.1% | +73.8% |
| 1Y | -10.8% | -44.7% | +33.9% | +26.3% |
| All | -10.8% | -46.3% | +35.5% | +26.3% |
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