+580.3%
WAT vs UEC
+73.5%
+506.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -1.3% | -6.9% | +5.7% | -0.7% |
| 30D | +2.3% | +7.6% | -5.3% | +1.7% |
| 3M | +8.7% | -18.4% | +27.1% | +9.8% |
| 6M | +28.3% | -23.3% | +51.6% | +29.4% |
| YTD | +7.8% | -1.2% | +9.0% | +6.1% |
| 1Y | +36.6% | +2.3% | +34.3% | +32.9% |
| 3Y | +45.7% | +162.3% | -116.6% | +27.3% |
| 5Y | -3.3% | +287.2% | -290.6% | -21.6% |
| 10Y | +162.1% | +1,009.6% | -847.5% | +76.8% |
| All | +580.3% | +73.5% | +506.7% | +312.6% |
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