+123.3%
UAL vs WEC
+55.1%
+68.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -6.0% | -6.0% |
| 7D | +0.7% | -0.7% | +1.4% | +0.8% |
| 30D | +7.8% | +11.0% | -3.2% | +5.5% |
| 3M | -11.1% | +8.6% | -19.7% | -12.6% |
| 6M | +16.1% | +6.2% | +9.9% | +14.5% |
| YTD | -0.5% | +14.3% | -14.8% | -3.7% |
| 1Y | +11.3% | +8.4% | +2.9% | +9.1% |
| 3Y | +192.8% | +62.9% | +130.0% | +158.2% |
| 5Y | +123.3% | +55.8% | +67.4% | +95.0% |
| All | +123.3% | +55.1% | +68.2% | +95.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling