+366.0%
WDC vs UEC
-16.4%
+382.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.2% | +2.2% | -1.1% |
| 7D | -4.3% | -9.4% | +5.1% | -0.8% |
| 30D | -1.5% | -8.0% | +6.5% | +0.3% |
| 3M | -15.5% | -1.7% | -13.8% | -16.2% |
| 6M | +66.5% | -26.1% | +92.6% | +77.2% |
| YTD | +159.9% | -10.5% | +170.4% | +170.1% |
| 1Y | +366.0% | -13.3% | +379.2% | +372.3% |
| All | +366.0% | -16.4% | +382.4% | +372.3% |
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