+35.3%
WAT vs UEC
+33.3%
+2.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.2% |
| 7D | +3.4% | -5.2% | +8.6% | +3.7% |
| 30D | +9.6% | -22.0% | +31.6% | +11.4% |
| 3M | +15.5% | -37.0% | +52.5% | +18.9% |
| 6M | +33.9% | -52.7% | +86.6% | +39.7% |
| YTD | +25.2% | -38.6% | +63.8% | +27.1% |
| 1Y | +26.3% | -44.6% | +70.9% | +28.7% |
| 3Y | +85.8% | +27.1% | +58.7% | +66.7% |
| 5Y | +35.3% | +37.9% | -2.6% | +14.1% |
| All | +35.3% | +33.3% | +2.0% | +14.1% |
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