+139.2%
UAL vs WEC
+31.0%
+108.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | +0.7% | -0.3% | +1.0% | +0.7% |
| 30D | -16.1% | -1.3% | -14.8% | -15.9% |
| 3M | +6.1% | -3.9% | +10.1% | +6.9% |
| 6M | +10.8% | -8.3% | +19.2% | +12.7% |
| YTD | -0.4% | +3.1% | -3.5% | -1.4% |
| 1Y | +5.0% | +1.9% | +3.1% | +4.2% |
| 3Y | +124.0% | +41.9% | +82.1% | +104.9% |
| All | +139.2% | +31.0% | +108.2% | +123.2% |
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 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