+635.6%
WING vs UEC
+137.8%
+497.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.9% | +1.5% | -3.8% |
| 7D | -3.9% | +4.9% | -8.8% | -4.4% |
| 30D | +26.6% | -17.5% | +44.1% | +29.2% |
| 3M | +42.5% | -40.1% | +82.6% | +50.3% |
| 6M | +29.4% | -56.1% | +85.5% | +40.1% |
| YTD | -32.8% | -41.8% | +9.0% | -30.6% |
| 1Y | -33.5% | -44.8% | +11.3% | -31.3% |
| 3Y | -23.4% | +20.6% | -43.9% | -32.1% |
| 5Y | -0.4% | +24.3% | -24.7% | -17.1% |
| 10Y | +647.8% | +639.1% | +8.7% | +343.4% |
| All | +635.6% | +137.8% | +497.8% | +356.4% |
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