+1,497.6%
WPM vs UEC
+8.7%
+1,488.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | +3.1% | +0.6% | +2.5% | +2.9% |
| 30D | -1.8% | -18.1% | +16.3% | +1.2% |
| 3M | +1.0% | -36.9% | +37.9% | +8.5% |
| 6M | -5.4% | -56.1% | +50.7% | +7.1% |
| YTD | +15.9% | -38.1% | +54.0% | +23.6% |
| 1Y | +30.8% | -41.7% | +72.5% | +40.2% |
| 3Y | +222.6% | +28.2% | +194.5% | +190.4% |
| 5Y | +227.4% | +31.7% | +195.7% | +171.2% |
| 10Y | +757.8% | +685.9% | +71.9% | +328.0% |
| All | +1,497.6% | +8.7% | +1,488.8% | +443.1% |
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