+146.1%
EWT vs UEC
+273.6%
-127.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.0% | +2.5% | -1.9% |
| 7D | -1.1% | -4.3% | +3.2% | -0.6% |
| 30D | +4.8% | -3.8% | +8.6% | +5.0% |
| 3M | +11.1% | +17.0% | -5.8% | +8.7% |
| 6M | +54.6% | -23.9% | +78.5% | +57.4% |
| YTD | +71.4% | -5.7% | +77.1% | +69.7% |
| 1Y | +82.1% | -12.5% | +94.6% | +79.8% |
| 3Y | +193.2% | +136.5% | +56.8% | +150.8% |
| 5Y | +146.1% | +243.3% | -97.2% | +96.7% |
| All | +146.1% | +273.6% | -127.5% | +96.7% |
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