+58.5%
WM vs UEC
+33.3%
+25.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.9% | +6.2% | +0.4% |
| 7D | +1.2% | -5.2% | +6.3% | +1.2% |
| 30D | +13.7% | -22.0% | +35.7% | +14.0% |
| 3M | +5.2% | -37.0% | +42.2% | +5.8% |
| 6M | +11.2% | -52.7% | +63.9% | +12.3% |
| YTD | +9.4% | -38.6% | +48.0% | +9.4% |
| 1Y | +20.4% | -44.6% | +65.0% | +20.6% |
| 3Y | +44.7% | +27.1% | +17.6% | +36.2% |
| 5Y | +58.5% | +37.9% | +20.6% | +46.1% |
| All | +58.5% | +33.3% | +25.2% | +46.1% |
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 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