+1,811.5%
WWD vs UEC
+73.5%
+1,738.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +1.3% | -6.9% | +8.2% | +2.3% |
| 30D | -7.2% | +7.6% | -14.8% | -8.4% |
| 3M | -3.8% | -18.4% | +14.5% | -2.2% |
| 6M | -9.9% | -23.3% | +13.4% | -8.3% |
| YTD | +14.8% | -1.2% | +16.0% | +12.2% |
| 1Y | +42.1% | +2.3% | +39.8% | +36.0% |
| 3Y | +170.8% | +162.3% | +8.5% | +115.4% |
| 5Y | +197.5% | +287.2% | -89.7% | +105.6% |
| 10Y | +477.8% | +1,009.6% | -531.8% | +191.8% |
| All | +1,811.5% | +73.5% | +1,738.0% | +610.3% |
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 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