-34.5%
WU vs UEC
+8.7%
-43.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.9% | -3.1% |
| 7D | +2.1% | +0.6% | +1.6% | +1.9% |
| 30D | +10.1% | -18.1% | +28.3% | +11.4% |
| 3M | -1.1% | -36.9% | +35.8% | +1.7% |
| 6M | -19.8% | -56.1% | +36.3% | -15.8% |
| YTD | -20.8% | -38.1% | +17.3% | -19.6% |
| 1Y | -15.1% | -41.7% | +26.6% | -13.8% |
| 3Y | -23.2% | +28.2% | -51.4% | -29.1% |
| 5Y | -42.6% | +31.7% | -74.3% | -49.4% |
| 10Y | -38.9% | +685.9% | -724.8% | -58.0% |
| All | -34.5% | +8.7% | -43.2% | -63.2% |
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