+5.0%
UAL vs WEC
+1.8%
+3.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.5% |
| 7D | +0.7% | -0.3% | +1.0% | +0.7% |
| 30D | -16.1% | -1.3% | -14.8% | -16.1% |
| 3M | +6.1% | -3.9% | +10.1% | +6.3% |
| 6M | +10.8% | -8.3% | +19.2% | +11.1% |
| YTD | -0.4% | +3.1% | -3.5% | -0.2% |
| 1Y | +5.0% | +1.9% | +3.1% | +5.8% |
| All | +5.0% | +1.8% | +3.3% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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