+683.2%
WING vs UEC
+150.7%
+532.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -5.9% | +1.7% | -3.5% |
| 7D | +5.0% | -5.2% | +10.1% | +5.5% |
| 30D | +38.7% | -22.0% | +60.7% | +42.4% |
| 3M | +44.7% | -37.0% | +81.7% | +51.7% |
| 6M | +31.5% | -52.7% | +84.2% | +40.9% |
| YTD | -28.4% | -38.6% | +10.2% | -26.6% |
| 1Y | -28.2% | -44.6% | +16.4% | -25.8% |
| 3Y | -18.4% | +27.1% | -45.5% | -28.1% |
| 5Y | +5.2% | +37.9% | -32.6% | -13.4% |
| 10Y | +699.8% | +631.6% | +68.2% | +373.6% |
| All | +683.2% | +150.7% | +532.5% | +382.9% |
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 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