+23.4%
WOLF vs UEC
-17.2%
+40.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.4% | -3.1% | -4.4% |
| 7D | +2.4% | -0.2% | +2.5% | +2.5% |
| 30D | -6.9% | +1.9% | -8.8% | -8.9% |
| 3M | -44.1% | +8.9% | -53.0% | -46.5% |
| 6M | +53.6% | -14.5% | +68.1% | +62.9% |
| YTD | +56.7% | -0.7% | +57.4% | +61.0% |
| All | +23.4% | -17.2% | +40.6% | +31.6% |
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