+5.3%
WMT vs UEC
-16.4%
+21.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.2% | +6.5% | +1.3% |
| 7D | 0.0% | -9.4% | +9.5% | -0.1% |
| 30D | -7.4% | -8.0% | +0.6% | -7.5% |
| 3M | -10.9% | -1.7% | -9.2% | -10.8% |
| 6M | -12.7% | -26.1% | +13.5% | -13.0% |
| YTD | -3.2% | -10.5% | +7.3% | -3.8% |
| 1Y | +5.3% | -13.3% | +18.5% | +5.4% |
| All | +5.3% | -16.4% | +21.7% | +5.4% |
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