+650.8%
EWT vs UEC
+0.2%
+650.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.3% |
| 7D | +9.1% | -3.8% | +12.9% | +9.5% |
| 30D | -12.2% | -13.5% | +1.3% | -11.0% |
| 3M | -9.4% | -40.5% | +31.1% | -5.2% |
| 6M | +2.7% | -56.7% | +59.3% | +10.1% |
| YTD | +53.3% | -43.0% | +96.3% | +59.2% |
| 1Y | +59.2% | -42.5% | +101.7% | +64.7% |
| 3Y | +157.1% | +11.6% | +145.5% | +142.6% |
| 5Y | +119.6% | +21.8% | +97.9% | +96.3% |
| 10Y | +446.9% | +623.9% | -177.0% | +276.2% |
| All | +650.8% | +0.2% | +650.6% | +354.5% |
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