+6.2%
WEC vs UEC
-57.4%
+63.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +6.0% | -0.3% |
| 7D | -0.7% | +4.9% | -5.6% | -0.3% |
| 30D | +11.0% | -17.5% | +28.4% | +10.0% |
| 3M | +8.6% | -40.1% | +48.8% | +6.3% |
| 6M | +6.2% | -56.1% | +62.3% | +3.4% |
| All | +6.2% | -57.4% | +63.6% | +3.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling