+144.5%
WCC vs UEC
+33.3%
+111.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | +1.4% |
| 7D | -9.9% | -5.2% | -4.8% | -8.8% |
| 30D | -13.4% | -22.0% | +8.6% | -8.7% |
| 3M | -13.5% | -37.0% | +23.5% | -5.1% |
| 6M | -10.6% | -52.7% | +42.1% | +2.6% |
| YTD | +30.1% | -38.6% | +68.7% | +40.0% |
| 1Y | +22.3% | -44.6% | +66.9% | +33.4% |
| 3Y | +130.3% | +27.1% | +103.1% | +97.2% |
| 5Y | +144.5% | +37.9% | +106.6% | +88.0% |
| All | +144.5% | +33.3% | +111.2% | +88.0% |
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