+1,162.4%
WELL vs UEC
+73.5%
+1,088.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.3% | -2.1% |
| 7D | -0.8% | -6.9% | +6.1% | -0.4% |
| 30D | -0.1% | +7.6% | -7.7% | -0.7% |
| 3M | +18.0% | -18.4% | +36.4% | +18.8% |
| 6M | +15.0% | -23.3% | +38.3% | +15.6% |
| YTD | +28.6% | -1.2% | +29.8% | +26.7% |
| 1Y | +42.9% | +2.3% | +40.6% | +39.6% |
| 3Y | +203.0% | +162.3% | +40.7% | +171.5% |
| 5Y | +206.9% | +287.2% | -80.4% | +158.5% |
| 10Y | +339.5% | +1,009.6% | -670.1% | +222.9% |
| All | +1,162.4% | +73.5% | +1,088.8% | +745.8% |
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