+96.5%
UAL vs WEC
+190.8%
-94.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | +2.3% | -0.5% | +2.8% | +2.4% |
| 30D | +13.3% | +12.0% | +1.4% | +10.8% |
| 3M | -6.3% | +11.1% | -17.4% | -8.3% |
| 6M | +22.5% | +6.0% | +16.5% | +20.9% |
| YTD | +5.9% | +14.3% | -8.4% | +2.7% |
| 1Y | +24.7% | +8.0% | +16.7% | +22.4% |
| 3Y | +211.6% | +62.8% | +148.7% | +178.9% |
| 5Y | +130.6% | +55.3% | +75.3% | +107.2% |
| 10Y | +96.5% | +193.2% | -96.7% | +75.6% |
| All | +96.5% | +190.8% | -94.3% | +75.6% |
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