+1,222.1%
WELL vs UEC
+14.6%
+1,207.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.1% | -9.2% | +0.4% |
| 7D | +3.5% | +1.5% | +2.0% | +3.3% |
| 30D | +9.7% | -17.1% | +26.8% | +10.7% |
| 3M | +4.8% | -32.3% | +37.1% | +6.8% |
| 6M | +16.1% | -49.7% | +65.8% | +19.6% |
| YTD | +34.7% | -34.8% | +69.5% | +35.6% |
| 1Y | +31.9% | -37.5% | +69.5% | +32.8% |
| 3Y | +209.9% | +37.1% | +172.8% | +188.6% |
| 5Y | +226.5% | +44.3% | +182.2% | +192.6% |
| 10Y | +455.3% | +737.4% | -282.1% | +314.8% |
| All | +1,222.1% | +14.6% | +1,207.5% | +805.1% |
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