+41.0%
NWSA vs UEC
+289.3%
-248.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | -0.2% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | +4.3% | +1.9% | +2.3% | +4.0% |
| 3M | +9.2% | +8.9% | +0.3% | +7.9% |
| 6M | +21.6% | -14.5% | +36.0% | +21.5% |
| YTD | +14.2% | -0.7% | +14.9% | +11.6% |
| 1Y | +1.8% | -4.1% | +5.8% | -1.3% |
| 3Y | +44.4% | +148.9% | -104.5% | +20.2% |
| 5Y | +41.0% | +300.0% | -259.0% | +9.7% |
| All | +41.0% | +289.3% | -248.3% | +9.7% |
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 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