+2,326.4%
EW vs UEC
+7.8%
+2,318.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.3% |
| 7D | +9.3% | -5.2% | +14.4% | +9.5% |
| 30D | +22.1% | -22.0% | +44.0% | +23.8% |
| 3M | +13.0% | -37.0% | +50.0% | +16.0% |
| 6M | +30.1% | -52.7% | +82.8% | +35.2% |
| YTD | +22.0% | -38.6% | +60.6% | +23.8% |
| 1Y | +23.7% | -44.6% | +68.3% | +26.1% |
| 3Y | +62.0% | +27.1% | +34.9% | +51.5% |
| 5Y | -12.4% | +37.9% | -50.3% | -21.1% |
| 10Y | +236.1% | +631.6% | -395.6% | +156.0% |
| All | +2,326.4% | +7.8% | +2,318.5% | +1,571.2% |
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 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