+302.1%
WMB vs UEC
+933.9%
-631.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.8% | +1.9% |
| 7D | +0.8% | +2.6% | -1.8% | +0.5% |
| 30D | +7.7% | +5.6% | +2.1% | +6.6% |
| 3M | +6.7% | -5.7% | +12.4% | +6.3% |
| 6M | +3.6% | -8.0% | +11.7% | +2.2% |
| YTD | +28.0% | +1.8% | +26.2% | +23.3% |
| 1Y | +37.6% | +0.6% | +37.0% | +31.0% |
| 3Y | +149.0% | +155.2% | -6.1% | +96.1% |
| 5Y | +285.3% | +305.8% | -20.5% | +158.5% |
| 10Y | +302.1% | +943.0% | -640.9% | +81.1% |
| All | +302.1% | +933.9% | -631.8% | +81.1% |
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