-34.7%
UBEW price history and return analytics
+14.2%
-48.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.2% |
| 7D | +0.7% | +2.9% | -2.2% | -1.6% |
| 30D | -4.2% | -2.5% | -1.7% | -2.2% |
| 3M | -10.7% | -3.3% | -7.3% | -8.2% |
| 6M | -13.5% | +1.5% | -15.1% | -15.3% |
| YTD | -21.1% | +11.4% | -32.5% | -31.3% |
| 1Y | -33.6% | +11.9% | -45.6% | -42.1% |
| All | -34.7% | +14.2% | -48.9% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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