+1,272.8%
WCN vs UEC
+73.5%
+1,199.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.4% | -1.2% |
| 7D | -0.6% | -6.9% | +6.3% | -0.3% |
| 30D | +0.4% | +7.6% | -7.2% | 0.0% |
| 3M | +7.3% | -18.4% | +25.7% | +7.9% |
| 6M | -2.5% | -23.3% | +20.8% | -2.2% |
| YTD | -5.4% | -1.2% | -4.2% | -6.5% |
| 1Y | -8.5% | +2.3% | -10.8% | -10.2% |
| 3Y | +20.8% | +162.3% | -141.5% | +10.7% |
| 5Y | +30.0% | +287.2% | -257.2% | +13.4% |
| 10Y | +238.4% | +1,009.6% | -771.2% | +163.1% |
| All | +1,272.8% | +73.5% | +1,199.3% | +899.5% |
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