+39.9%
WWD vs UEC
-8.9%
+48.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -0.8% |
| 7D | -2.9% | -4.3% | +1.4% | -2.4% |
| 30D | -6.6% | -3.8% | -2.8% | -6.3% |
| 3M | -9.3% | +17.0% | -26.3% | -11.5% |
| 6M | -13.6% | -23.9% | +10.3% | -12.5% |
| YTD | +10.4% | -5.7% | +16.0% | +11.2% |
| 1Y | +39.9% | -12.5% | +52.4% | +42.8% |
| All | +39.9% | -8.9% | +48.7% | +42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling