+40.0%
WPM vs UEC
-46.3%
+86.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -4.9% | +16.9% | +13.7% |
| 7D | +3.9% | -13.8% | +17.7% | +9.4% |
| 30D | -3.5% | -23.1% | +19.6% | +5.5% |
| 3M | +14.1% | -31.5% | +45.6% | +29.6% |
| 6M | +6.2% | -51.5% | +57.7% | +33.2% |
| YTD | +12.4% | -38.4% | +50.8% | +35.9% |
| 1Y | +40.0% | -44.7% | +84.7% | +70.8% |
| All | +40.0% | -46.3% | +86.3% | +70.8% |
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