+27.4%
WMT vs UEC
-46.3%
+73.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.9% | +8.3% | +3.3% |
| 7D | +8.8% | -13.8% | +22.5% | +8.4% |
| 30D | +22.9% | -23.1% | +46.0% | +22.3% |
| 3M | +16.1% | -31.5% | +47.6% | +15.3% |
| 6M | -0.5% | -51.5% | +51.0% | -1.2% |
| YTD | +16.7% | -38.4% | +55.1% | +15.5% |
| 1Y | +27.4% | -44.7% | +72.1% | +26.5% |
| All | +27.4% | -46.3% | +73.7% | +26.5% |
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