+233.9%
WBD vs UEC
+40.6%
+193.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -39.7% | +53.5% | +18.0% |
| 7D | +13.8% | -39.7% | +53.5% | +18.0% |
| 30D | +13.8% | -39.7% | +53.5% | +18.0% |
| 3M | +13.8% | -39.7% | +53.5% | +18.0% |
| 6M | +13.3% | -31.1% | +44.4% | +15.2% |
| YTD | +7.4% | -19.9% | +27.3% | +6.3% |
| 1Y | +63.0% | -29.2% | +92.2% | +61.7% |
| 3Y | +206.7% | +80.5% | +126.2% | +162.2% |
| 5Y | +18.4% | +206.6% | -188.2% | -9.1% |
| 10Y | +11.8% | +894.7% | -882.9% | -32.7% |
| All | +233.9% | +40.6% | +193.3% | +65.2% |
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 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