+1,448.9%
WPM vs UEC
+0.2%
+1,448.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.1% |
| 7D | -3.6% | -3.8% | +0.2% | -2.9% |
| 30D | +1.4% | -13.5% | +14.9% | +3.7% |
| 3M | -0.2% | -40.5% | +40.3% | +8.3% |
| 6M | -7.3% | -56.7% | +49.4% | +5.3% |
| YTD | +12.3% | -43.0% | +55.3% | +21.4% |
| 1Y | +24.9% | -42.5% | +67.4% | +34.2% |
| 3Y | +210.4% | +11.6% | +198.8% | +185.7% |
| 5Y | +210.4% | +21.8% | +188.6% | +160.4% |
| 10Y | +731.7% | +623.9% | +107.8% | +320.6% |
| All | +1,448.9% | +0.2% | +1,448.7% | +433.7% |
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