+322.5%
WCN vs UEC
+616.1%
-293.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.1% |
| 7D | +2.6% | -3.8% | +6.3% | +2.7% |
| 30D | +23.9% | -13.5% | +37.4% | +24.6% |
| 3M | +17.4% | -40.5% | +57.9% | +20.1% |
| 6M | +28.0% | -56.7% | +84.7% | +32.6% |
| YTD | +11.6% | -43.0% | +54.5% | +12.8% |
| 1Y | +16.9% | -42.5% | +59.4% | +17.8% |
| 3Y | +51.6% | +11.6% | +40.0% | +41.6% |
| 5Y | +48.0% | +21.8% | +26.2% | +32.0% |
| All | +322.5% | +616.1% | -293.7% | +193.6% |
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