+11.4%
WBD vs UEC
+885.8%
-874.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | +0.1% |
| 7D | -0.7% | -9.4% | +8.7% | +0.5% |
| 30D | +1.4% | -8.0% | +9.4% | +2.2% |
| 3M | +4.4% | -1.7% | +6.1% | +3.8% |
| 6M | +0.8% | -26.1% | +27.0% | +2.6% |
| YTD | -2.7% | -10.5% | +7.8% | -4.7% |
| 1Y | +73.4% | -13.3% | +86.7% | +67.5% |
| 3Y | +142.1% | +116.4% | +25.8% | +92.3% |
| 5Y | +7.2% | +225.5% | -218.3% | -24.5% |
| All | +11.4% | +885.8% | -874.5% | -41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling