+92.6%
UAL vs WEC
+176.2%
-83.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.5% |
| 7D | +8.2% | -0.2% | +8.3% | +8.2% |
| 30D | +2.3% | +12.3% | -10.0% | -0.1% |
| 3M | -12.7% | +8.3% | -20.9% | -14.1% |
| 6M | +12.7% | +3.5% | +9.2% | +11.8% |
| YTD | +0.8% | +12.7% | -11.9% | -1.9% |
| 1Y | +17.8% | +8.2% | +9.6% | +15.6% |
| 3Y | +206.7% | +55.9% | +150.8% | +177.2% |
| 5Y | +113.9% | +51.2% | +62.6% | +93.4% |
| All | +92.6% | +176.2% | -83.6% | +76.2% |
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