+18.7%
WM vs UEC
-43.2%
+62.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.9% | +6.2% | -0.1% |
| 7D | +1.2% | -5.2% | +6.3% | +0.9% |
| 30D | +13.7% | -22.0% | +35.7% | +12.1% |
| 3M | +5.2% | -37.0% | +42.2% | +2.5% |
| 6M | +11.2% | -52.7% | +63.9% | +8.2% |
| YTD | +9.4% | -38.6% | +48.0% | +9.2% |
| All | +18.7% | -43.2% | +62.0% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling