+53.9%
WM vs UEC
+274.7%
-220.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -0.3% | -6.9% | +6.6% | -0.2% |
| 30D | -2.4% | +7.6% | -10.0% | -2.5% |
| 3M | +0.4% | -18.4% | +18.8% | +0.8% |
| 6M | -9.5% | -23.3% | +13.8% | -9.2% |
| YTD | +0.5% | -1.2% | +1.7% | -0.1% |
| 1Y | -1.1% | +2.3% | -3.4% | -2.3% |
| 3Y | +46.0% | +162.3% | -116.2% | +35.3% |
| All | +53.9% | +274.7% | -220.7% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling