+441.2%
WWD vs UEC
+631.2%
-190.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.9% | +4.0% | -1.1% |
| 7D | +8.2% | +4.9% | +3.2% | +7.3% |
| 30D | -0.2% | -17.5% | +17.3% | +2.5% |
| 3M | -8.4% | -40.1% | +31.7% | -2.0% |
| 6M | -9.5% | -56.1% | +46.6% | +0.1% |
| YTD | +10.1% | -41.8% | +51.9% | +15.5% |
| 1Y | +21.6% | -44.8% | +66.4% | +28.0% |
| 3Y | +149.6% | +20.6% | +129.0% | +119.3% |
| 5Y | +191.3% | +24.3% | +167.0% | +134.6% |
| All | +441.2% | +631.2% | -190.0% | +170.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling