+148.4%
WEC vs UEC
+908.7%
-760.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.8% |
| 7D | +0.4% | -0.2% | +0.6% | +0.4% |
| 30D | +0.9% | +1.9% | -1.0% | +0.8% |
| 3M | -5.3% | +8.9% | -14.2% | -5.7% |
| 6M | -6.6% | -14.5% | +7.9% | -6.6% |
| YTD | +3.3% | -0.7% | +3.9% | +2.6% |
| 1Y | +2.1% | -4.1% | +6.1% | +1.3% |
| 3Y | +39.6% | +148.9% | -109.4% | +32.3% |
| 5Y | +31.2% | +300.0% | -268.8% | +19.7% |
| 10Y | +148.4% | +994.3% | -845.9% | +101.6% |
| All | +148.4% | +908.7% | -760.3% | +101.6% |
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