-34.3%
WING vs UEC
+278.7%
-312.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -0.2% |
| 7D | -0.1% | +2.6% | -2.7% | -0.5% |
| 30D | -6.0% | +5.6% | -11.6% | -7.0% |
| 3M | -23.5% | -5.7% | -17.8% | -23.6% |
| 6M | -52.0% | -8.0% | -43.9% | -52.7% |
| YTD | -53.8% | +1.8% | -55.6% | -55.4% |
| 1Y | -63.8% | +0.6% | -64.4% | -65.7% |
| 3Y | -30.8% | +155.2% | -185.9% | -47.5% |
| 5Y | -34.3% | +305.8% | -340.1% | -55.8% |
| All | -34.3% | +278.7% | -312.9% | -55.8% |
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 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