+328.7%
WM vs UEC
+765.9%
-437.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.1% | -10.0% | -0.3% |
| 7D | -0.5% | +1.5% | -1.9% | -0.6% |
| 30D | +13.3% | -17.1% | +30.4% | +14.1% |
| 3M | +4.4% | -32.3% | +36.7% | +5.9% |
| 6M | +10.8% | -49.7% | +60.6% | +13.5% |
| YTD | +9.1% | -34.8% | +43.8% | +9.4% |
| 1Y | +19.1% | -37.5% | +56.7% | +19.5% |
| 3Y | +45.7% | +37.1% | +8.6% | +34.7% |
| 5Y | +60.4% | +44.3% | +16.1% | +41.9% |
| 10Y | +328.7% | +737.4% | -408.6% | +196.0% |
| All | +328.7% | +765.9% | -437.2% | +196.0% |
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