+1,913.1%
WST vs UEC
+4.1%
+1,909.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.8% | -4.9% | +1.4% |
| 7D | -3.1% | -10.2% | +7.1% | -2.4% |
| 30D | +9.1% | -26.9% | +36.0% | +11.2% |
| 3M | +14.7% | -35.7% | +50.4% | +17.6% |
| 6M | +28.0% | -56.1% | +84.1% | +33.8% |
| YTD | +45.6% | -40.8% | +86.4% | +48.1% |
| 1Y | +45.7% | -43.4% | +89.0% | +48.2% |
| 3Y | +21.1% | +25.4% | -4.3% | +13.2% |
| 5Y | +0.3% | +51.1% | -50.8% | -10.4% |
| 10Y | +449.0% | +695.4% | -246.4% | +306.3% |
| All | +1,913.1% | +4.1% | +1,909.1% | +1,289.9% |
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