-19.8%
WU vs UEC
-53.5%
+33.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.9% | -3.0% |
| 7D | +2.1% | +0.6% | +1.6% | +2.2% |
| 30D | +10.1% | -18.1% | +28.3% | +10.7% |
| 3M | -1.1% | -36.9% | +35.8% | -0.2% |
| 6M | -19.8% | -56.1% | +36.3% | -19.3% |
| All | -19.8% | -53.5% | +33.7% | -19.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling