+324.8%
WM vs UEC
+623.0%
-298.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.2% |
| 7D | +0.8% | +0.6% | +0.2% | +0.7% |
| 30D | +13.8% | -18.1% | +31.9% | +14.6% |
| 3M | +6.4% | -36.9% | +43.3% | +8.3% |
| 6M | +13.2% | -56.1% | +69.3% | +16.8% |
| YTD | +10.8% | -38.1% | +48.9% | +11.4% |
| 1Y | +20.2% | -41.7% | +61.9% | +21.0% |
| 3Y | +46.5% | +28.2% | +18.3% | +35.8% |
| 5Y | +61.3% | +31.7% | +29.6% | +43.3% |
| 10Y | +324.8% | +685.9% | -361.1% | +192.1% |
| All | +324.8% | +623.0% | -298.2% | +192.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling