+474.4%
WWD vs UEC
+939.6%
-465.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -0.7% |
| 7D | -2.9% | -4.3% | +1.4% | -2.3% |
| 30D | -6.6% | -3.8% | -2.8% | -6.4% |
| 3M | -9.3% | +17.0% | -26.3% | -12.0% |
| 6M | -13.6% | -23.9% | +10.3% | -11.9% |
| YTD | +10.4% | -5.7% | +16.0% | +8.4% |
| 1Y | +39.9% | -12.5% | +52.4% | +36.7% |
| 3Y | +165.0% | +136.5% | +28.6% | +110.8% |
| 5Y | +183.8% | +243.3% | -59.5% | +93.7% |
| All | +474.4% | +939.6% | -465.3% | +164.7% |
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 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