+23.3%
WCC vs UEC
-42.6%
+65.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +3.1% |
| 7D | +3.3% | +0.6% | +2.8% | +3.1% |
| 30D | -9.4% | -18.1% | +8.7% | -4.2% |
| 3M | -10.5% | -36.9% | +26.4% | +1.3% |
| 6M | -10.4% | -56.1% | +45.7% | +9.1% |
| YTD | +34.4% | -38.1% | +72.5% | +46.7% |
| All | +23.3% | -42.6% | +65.9% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling