+658.6%
WMB vs UEC
+73.5%
+585.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +0.6% | -6.9% | +7.5% | +1.5% |
| 30D | +3.3% | +7.6% | -4.4% | +1.8% |
| 3M | +3.1% | -18.4% | +21.5% | +4.7% |
| 6M | -0.7% | -23.3% | +22.6% | +0.3% |
| YTD | +25.2% | -1.2% | +26.4% | +21.1% |
| 1Y | +32.9% | +2.3% | +30.6% | +26.1% |
| 3Y | +140.6% | +162.3% | -21.7% | +89.5% |
| 5Y | +273.5% | +287.2% | -13.8% | +155.7% |
| 10Y | +334.2% | +1,009.6% | -675.4% | +114.1% |
| All | +658.6% | +73.5% | +585.1% | +219.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling