+1,857.4%
WSM vs UEC
+73.5%
+1,783.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.1% |
| 7D | -3.3% | -6.9% | +3.7% | -2.5% |
| 30D | -8.4% | +7.6% | -16.0% | -9.3% |
| 3M | +9.7% | -18.4% | +28.0% | +11.2% |
| 6M | +16.7% | -23.3% | +40.0% | +18.2% |
| YTD | +28.7% | -1.2% | +29.9% | +26.2% |
| 1Y | +13.7% | +2.3% | +11.4% | +9.8% |
| 3Y | +230.1% | +162.3% | +67.8% | +177.8% |
| 5Y | +179.0% | +287.2% | -108.3% | +114.5% |
| 10Y | +1,002.5% | +1,009.6% | -7.1% | +587.5% |
| All | +1,857.4% | +73.5% | +1,783.9% | +847.8% |
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