+222.9%
WAB vs UEC
+289.3%
-66.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.1% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | -4.6% | +1.9% | -6.5% | -5.0% |
| 3M | +5.6% | +8.9% | -3.3% | +3.9% |
| 6M | +13.8% | -14.5% | +28.3% | +14.1% |
| YTD | +31.9% | -0.7% | +32.5% | +28.9% |
| 1Y | +48.3% | -4.1% | +52.3% | +43.7% |
| 3Y | +167.1% | +148.9% | +18.2% | +118.8% |
| 5Y | +222.9% | +300.0% | -77.1% | +137.1% |
| All | +222.9% | +289.3% | -66.4% | +137.1% |
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 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