-55.6%
NVTS vs UEC
+21.1%
-76.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.1% | -4.3% | -5.5% |
| 7D | +3.9% | -3.8% | +7.7% | +5.9% |
| 30D | -4.3% | -13.5% | +9.2% | +2.5% |
| 3M | -34.5% | -40.5% | +6.0% | -19.0% |
| 6M | -57.7% | -56.7% | -1.1% | -40.7% |
| YTD | +25.4% | -43.0% | +68.3% | +62.9% |
| 1Y | +13.1% | -42.5% | +55.7% | +46.5% |
| 3Y | +48.9% | +11.6% | +37.4% | +41.1% |
| All | -55.6% | +21.1% | -76.7% | -69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling