+1,703.5%
WAB vs UEC
+73.5%
+1,629.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -3.2% | -6.9% | +3.7% | -2.4% |
| 30D | -4.4% | +7.6% | -12.1% | -5.4% |
| 3M | +7.9% | -18.4% | +26.2% | +9.4% |
| 6M | +8.7% | -23.3% | +32.0% | +10.3% |
| YTD | +33.0% | -1.2% | +34.2% | +30.3% |
| 1Y | +46.7% | +2.3% | +44.3% | +41.5% |
| 3Y | +153.0% | +162.3% | -9.3% | +111.2% |
| 5Y | +222.3% | +287.2% | -65.0% | +142.6% |
| 10Y | +291.0% | +1,009.6% | -718.6% | +134.6% |
| All | +1,703.5% | +73.5% | +1,629.9% | +798.0% |
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 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