+126.7%
WFC vs UEC
+278.7%
-151.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.3% | -2.5% |
| 7D | +1.1% | +2.6% | -1.5% | +0.8% |
| 30D | +0.8% | +5.6% | -4.8% | +0.1% |
| 3M | +9.3% | -5.7% | +15.0% | +9.0% |
| 6M | +10.6% | -8.0% | +18.7% | +9.8% |
| YTD | -4.1% | +1.8% | -5.9% | -6.4% |
| 1Y | +13.6% | +0.6% | +13.0% | +9.9% |
| 3Y | +130.7% | +155.2% | -24.4% | +93.8% |
| 5Y | +126.7% | +305.8% | -179.1% | +79.7% |
| All | +126.7% | +278.7% | -151.9% | +79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling