+31.3%
NWSA vs UEC
+20.6%
+10.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.9% | -1.9% |
| 7D | -0.8% | +4.9% | -5.7% | -1.0% |
| 30D | -11.3% | -17.5% | +6.1% | -11.0% |
| 3M | -8.1% | -40.1% | +32.1% | -7.0% |
| 6M | -0.7% | -56.1% | +55.4% | +1.4% |
| YTD | +1.3% | -41.8% | +43.1% | +1.5% |
| 1Y | -1.3% | -44.8% | +43.5% | -1.1% |
| All | +31.3% | +20.6% | +10.8% | +23.2% |
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