+271.8%
WPM vs UEC
+146.8%
+124.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.6% |
| 7D | +3.9% | -0.2% | +4.0% | +3.9% |
| 30D | +17.7% | +1.9% | +15.7% | +16.9% |
| 3M | +39.4% | +8.9% | +30.5% | +36.0% |
| 6M | +6.4% | -14.5% | +20.9% | +8.5% |
| YTD | +34.0% | -0.7% | +34.7% | +33.3% |
| 1Y | +50.5% | -4.1% | +54.6% | +49.3% |
| All | +271.8% | +146.8% | +124.9% | +212.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling