+698.7%
WEC vs UEC
+73.5%
+625.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -0.3% | -6.9% | +6.7% | -0.1% |
| 30D | -1.3% | +7.6% | -8.9% | -1.6% |
| 3M | -3.9% | -18.4% | +14.5% | -3.6% |
| 6M | -8.3% | -23.3% | +15.0% | -8.1% |
| YTD | +3.1% | -1.2% | +4.3% | +2.5% |
| 1Y | +1.9% | +2.3% | -0.4% | +1.0% |
| 3Y | +41.9% | +162.3% | -120.4% | +35.3% |
| 5Y | +30.8% | +287.2% | -256.5% | +21.1% |
| 10Y | +141.9% | +1,009.6% | -867.7% | +107.1% |
| All | +698.7% | +73.5% | +625.1% | +568.0% |
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