+18.4%
WMB vs UEC
-46.0%
+64.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.9% | +6.7% | +1.0% |
| 7D | +8.1% | +4.9% | +3.1% | +7.8% |
| 30D | -6.9% | -17.5% | +10.6% | -6.3% |
| 3M | -5.1% | -40.1% | +35.0% | -3.9% |
| 6M | -5.7% | -56.1% | +50.4% | -3.1% |
| YTD | +18.1% | -41.8% | +59.8% | +17.3% |
| 1Y | +18.4% | -44.8% | +63.2% | +17.9% |
| All | +18.4% | -46.0% | +64.4% | +17.9% |
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