+16.0%
W vs UEC
+1.5%
+14.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | -0.2% |
| 7D | +6.5% | +2.6% | +3.9% | +5.8% |
| 30D | -6.2% | +5.6% | -11.8% | -7.9% |
| 3M | +48.9% | -5.7% | +54.6% | +47.4% |
| 6M | +31.2% | -8.0% | +39.2% | +27.9% |
| YTD | -0.4% | +1.8% | -2.2% | -5.6% |
| All | +16.0% | +1.5% | +14.5% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling