+163.4%
WWD vs UEC
+146.8%
+16.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +2.0% | -0.2% |
| 7D | +0.6% | -0.2% | +0.8% | +0.6% |
| 30D | -5.1% | +1.9% | -7.0% | -5.5% |
| 3M | -11.2% | +8.9% | -20.2% | -12.6% |
| 6M | -12.0% | -14.5% | +2.4% | -11.9% |
| YTD | +12.0% | -0.7% | +12.7% | +10.2% |
| 1Y | +42.8% | -4.1% | +46.9% | +39.2% |
| All | +163.4% | +146.8% | +16.6% | +120.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling