+1,726.1%
WPM vs UEC
+73.5%
+1,652.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.3% | -1.1% |
| 7D | +1.1% | -6.9% | +8.0% | +2.3% |
| 30D | +26.4% | +7.6% | +18.7% | +24.8% |
| 3M | +20.8% | -18.4% | +39.2% | +24.4% |
| 6M | +1.1% | -23.3% | +24.4% | +4.5% |
| YTD | +32.5% | -1.2% | +33.7% | +31.2% |
| 1Y | +51.5% | +2.3% | +49.2% | +47.7% |
| 3Y | +267.0% | +162.3% | +104.7% | +194.0% |
| 5Y | +250.1% | +287.2% | -37.1% | +142.0% |
| 10Y | +540.4% | +1,009.6% | -469.3% | +202.8% |
| All | +1,726.1% | +73.5% | +1,652.6% | +476.9% |
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