+404.4%
WING vs UEC
+303.5%
+100.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -3.9% | -6.9% | +3.1% | -3.1% |
| 30D | -11.6% | +7.6% | -19.2% | -12.6% |
| 3M | -24.2% | -18.4% | -5.8% | -23.1% |
| 6M | -54.1% | -23.3% | -30.8% | -53.6% |
| YTD | -53.9% | -1.2% | -52.7% | -55.1% |
| 1Y | -64.4% | +2.3% | -66.7% | -66.0% |
| 3Y | -30.2% | +162.3% | -192.5% | -43.6% |
| 5Y | -34.1% | +287.2% | -321.4% | -51.8% |
| 10Y | +342.1% | +1,009.6% | -667.5% | +149.7% |
| All | +404.4% | +303.5% | +100.9% | +195.5% |
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