+131.4%
WMT vs UEC
+273.6%
-142.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.1% |
| 7D | -2.5% | -4.3% | +1.8% | -2.4% |
| 30D | -6.4% | -3.8% | -2.6% | -6.4% |
| 3M | -12.1% | +17.0% | -29.1% | -12.7% |
| 6M | -15.0% | -23.9% | +8.9% | -14.7% |
| YTD | -4.5% | -5.7% | +1.2% | -5.2% |
| 1Y | +6.2% | -12.5% | +18.7% | +5.3% |
| 3Y | +99.9% | +136.5% | -36.6% | +86.0% |
| 5Y | +131.4% | +243.3% | -111.9% | +112.0% |
| All | +131.4% | +273.6% | -142.1% | +112.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling