+50.2%
WST vs UEC
-44.4%
+94.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.1% |
| 7D | +1.4% | -5.2% | +6.5% | +1.5% |
| 30D | +12.7% | -22.0% | +34.7% | +13.3% |
| 3M | +17.2% | -37.0% | +54.2% | +18.4% |
| 6M | +26.7% | -52.7% | +79.4% | +28.9% |
| YTD | +50.3% | -38.6% | +88.9% | +47.8% |
| 1Y | +50.2% | -44.6% | +94.8% | +48.7% |
| All | +50.2% | -44.4% | +94.6% | +48.7% |
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 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