+4,514.8%
WDC vs UEC
+73.5%
+4,441.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.8% |
| 7D | +1.7% | -6.9% | +8.7% | +2.8% |
| 30D | -10.0% | +7.6% | -17.6% | -11.4% |
| 3M | -18.8% | -18.4% | -0.4% | -16.6% |
| 6M | +79.0% | -23.3% | +102.3% | +84.3% |
| YTD | +171.6% | -1.2% | +172.8% | +169.8% |
| 1Y | +417.4% | +2.3% | +415.1% | +405.9% |
| 3Y | +1,251.8% | +162.3% | +1,089.5% | +1,011.1% |
| 5Y | +911.7% | +287.2% | +624.4% | +637.4% |
| 10Y | +1,399.6% | +1,009.6% | +390.0% | +743.0% |
| All | +4,514.8% | +73.5% | +4,441.2% | +1,982.0% |
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 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