+41.1%
WSM vs UEC
-46.3%
+87.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.9% | +11.4% | +7.0% |
| 7D | +8.0% | -13.8% | +21.8% | +9.6% |
| 30D | +13.5% | -23.1% | +36.6% | +16.4% |
| 3M | +8.8% | -31.5% | +40.4% | +12.8% |
| 6M | +54.7% | -51.5% | +106.2% | +64.0% |
| YTD | +53.3% | -38.4% | +91.7% | +57.8% |
| 1Y | +41.1% | -44.7% | +85.8% | +44.6% |
| All | +41.1% | -46.3% | +87.5% | +44.6% |
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