+259.9%
WMB vs UEC
+765.9%
-506.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.1% | -6.4% | +2.4% |
| 7D | -6.7% | +1.5% | -8.1% | -6.9% |
| 30D | -8.6% | -17.1% | +8.5% | -6.5% |
| 3M | -4.9% | -32.3% | +27.4% | -0.7% |
| 6M | -6.3% | -49.7% | +43.4% | +0.4% |
| YTD | +13.0% | -34.8% | +47.7% | +14.9% |
| 1Y | +14.9% | -37.5% | +52.5% | +17.0% |
| 3Y | +113.4% | +37.1% | +76.3% | +82.8% |
| 5Y | +190.2% | +44.3% | +145.8% | +128.2% |
| 10Y | +259.9% | +737.4% | -477.5% | +66.7% |
| All | +259.9% | +765.9% | -506.1% | +66.7% |
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