+2,755.9%
WDC vs UEC
+7.8%
+2,748.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.7% |
| 7D | -16.7% | -5.2% | -11.6% | -15.9% |
| 30D | -27.2% | -22.0% | -5.2% | -24.1% |
| 3M | -34.0% | -37.0% | +3.0% | -29.4% |
| 6M | -39.7% | -52.7% | +13.0% | -32.8% |
| YTD | +68.1% | -38.6% | +106.7% | +79.9% |
| 1Y | +66.3% | -44.6% | +110.9% | +80.3% |
| 3Y | +754.4% | +27.1% | +727.3% | +685.9% |
| 5Y | +595.8% | +37.9% | +557.9% | +493.5% |
| 10Y | +660.4% | +631.6% | +28.8% | +358.3% |
| All | +2,755.9% | +7.8% | +2,748.1% | +1,288.3% |
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 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