+7.8%
WBD vs UEC
+273.6%
-265.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.7% |
| 7D | -0.6% | -4.3% | +3.7% | 0.0% |
| 30D | +4.2% | -3.8% | +8.0% | +4.4% |
| 3M | +7.5% | +17.0% | -9.5% | +4.2% |
| 6M | +1.6% | -23.9% | +25.5% | +3.1% |
| YTD | -2.2% | -5.7% | +3.5% | -5.3% |
| 1Y | +124.9% | -12.5% | +137.4% | +115.0% |
| 3Y | +149.1% | +136.5% | +12.6% | +81.2% |
| 5Y | +7.8% | +243.3% | -235.5% | -31.2% |
| All | +7.8% | +273.6% | -265.7% | -31.2% |
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