+119.9%
NWSA vs UEC
+454.8%
-334.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | -1.9% | -6.9% | +5.1% | -1.2% |
| 30D | +4.6% | +7.6% | -3.1% | +3.6% |
| 3M | +13.2% | -18.4% | +31.6% | +14.5% |
| 6M | +27.0% | -23.3% | +50.3% | +28.1% |
| YTD | +16.8% | -1.2% | +18.0% | +13.9% |
| 1Y | +4.5% | +2.3% | +2.2% | +0.4% |
| 3Y | +46.2% | +162.3% | -116.0% | +21.2% |
| 5Y | +40.9% | +287.2% | -246.3% | +5.4% |
| 10Y | +145.1% | +1,009.6% | -864.5% | +45.2% |
| All | +119.9% | +454.8% | -334.9% | +29.3% |
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 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