+1,816.0%
WAB vs UEC
+2.3%
+1,813.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.7% | -0.5% |
| 7D | +7.9% | +4.9% | +3.0% | +7.3% |
| 30D | +4.9% | -17.5% | +22.4% | +6.9% |
| 3M | +1.8% | -40.1% | +41.9% | +7.1% |
| 6M | +12.0% | -56.1% | +68.1% | +20.8% |
| YTD | +41.3% | -41.8% | +83.1% | +46.2% |
| 1Y | +43.8% | -44.8% | +88.6% | +49.2% |
| 3Y | +171.1% | +20.6% | +150.5% | +146.6% |
| 5Y | +217.7% | +24.3% | +193.4% | +171.8% |
| 10Y | +272.3% | +639.1% | -366.8% | +133.6% |
| All | +1,816.0% | +2.3% | +1,813.7% | +907.5% |
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