+248.5%
UAL vs WEC
+998.0%
-749.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.7% | -4.6% |
| 7D | +5.0% | +3.2% | +1.8% | +3.5% |
| 30D | -1.2% | +14.7% | -15.9% | -7.5% |
| 3M | -16.8% | +10.2% | -27.0% | -20.7% |
| 6M | +18.0% | +4.5% | +13.5% | +15.0% |
| YTD | -1.2% | +15.1% | -16.3% | -8.4% |
| 1Y | +14.3% | +9.4% | +4.9% | +8.5% |
| 3Y | +194.6% | +56.9% | +137.6% | +130.0% |
| 5Y | +109.6% | +54.4% | +55.2% | +60.3% |
| 10Y | +93.1% | +183.5% | -90.4% | -16.1% |
| All | +248.5% | +998.0% | -749.5% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling