+885.5%
WMT vs UEC
+73.5%
+812.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.4% | -1.2% |
| 7D | +3.9% | -6.9% | +10.9% | +4.2% |
| 30D | -4.4% | +7.6% | -12.0% | -4.7% |
| 3M | -8.8% | -18.4% | +9.6% | -8.4% |
| 6M | -15.6% | -23.3% | +7.6% | -15.4% |
| YTD | -3.2% | -1.2% | -2.0% | -3.9% |
| 1Y | +7.0% | +2.3% | +4.7% | +5.8% |
| 3Y | +105.3% | +162.3% | -57.0% | +93.7% |
| 5Y | +129.3% | +287.2% | -158.0% | +109.4% |
| 10Y | +423.9% | +1,009.6% | -585.7% | +344.4% |
| All | +885.5% | +73.5% | +812.0% | +700.1% |
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