+44.2%
WPM vs UEC
-16.4%
+60.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +3.8% |
| 7D | -0.6% | -9.4% | +8.9% | +2.7% |
| 30D | +14.4% | -8.0% | +22.4% | +17.2% |
| 3M | +37.0% | -1.7% | +38.7% | +36.8% |
| 6M | +4.1% | -26.1% | +30.3% | +11.8% |
| YTD | +31.7% | -10.5% | +42.3% | +36.7% |
| 1Y | +44.2% | -13.3% | +57.5% | +53.8% |
| All | +44.2% | -16.4% | +60.6% | +53.8% |
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