+100.2%
UAL vs WEC
+178.6%
-78.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +6.5% |
| 7D | +10.2% | +0.2% | +10.0% | +10.2% |
| 30D | +12.0% | +12.9% | -0.9% | +9.3% |
| 3M | -7.1% | +9.8% | -16.9% | -8.9% |
| 6M | +20.9% | +6.7% | +14.1% | +19.1% |
| YTD | +7.7% | +14.0% | -6.3% | +4.5% |
| 1Y | +23.6% | +7.3% | +16.2% | +21.4% |
| 3Y | +222.6% | +63.8% | +158.8% | +188.4% |
| 5Y | +127.9% | +54.8% | +73.2% | +105.0% |
| 10Y | +100.2% | +185.7% | -85.5% | +79.2% |
| All | +100.2% | +178.6% | -78.4% | +79.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling