+473.8%
WELL vs UEC
+696.7%
-222.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +1.0% |
| 7D | +3.0% | -5.2% | +8.2% | +3.4% |
| 30D | +10.2% | -22.0% | +32.2% | +12.2% |
| 3M | +6.1% | -37.0% | +43.1% | +9.6% |
| 6M | +16.6% | -52.7% | +69.3% | +22.3% |
| YTD | +35.3% | -38.6% | +73.9% | +37.0% |
| 1Y | +31.5% | -44.6% | +76.1% | +33.9% |
| 3Y | +206.5% | +27.1% | +179.3% | +173.6% |
| 5Y | +222.0% | +37.9% | +184.1% | +167.5% |
| 10Y | +473.8% | +631.6% | -157.8% | +222.9% |
| All | +473.8% | +696.7% | -222.9% | +222.9% |
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