+48.1%
WAB vs UEC
-16.4%
+64.5%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.2% | +6.2% | +1.5% |
| 7D | +0.1% | -9.4% | +9.6% | +1.0% |
| 30D | -4.1% | -8.0% | +3.9% | -3.5% |
| 3M | +8.2% | -1.7% | +9.9% | +7.9% |
| 6M | +15.4% | -26.1% | +41.6% | +16.9% |
| YTD | +33.1% | -10.5% | +43.7% | +33.0% |
| 1Y | +48.1% | -13.3% | +61.3% | +46.1% |
| All | +48.1% | -16.4% | +64.5% | +46.1% |
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