+2,751.2%
UL vs WEC
+4,404.6%
-1,653.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +2.6% | +1.4% | +1.2% | +2.1% |
| 30D | +6.8% | +12.8% | -6.0% | +2.1% |
| 3M | +5.7% | +11.2% | -5.5% | +1.6% |
| 6M | +15.9% | +6.6% | +9.3% | +13.0% |
| YTD | +4.3% | +13.8% | -9.6% | -0.8% |
| 1Y | -0.4% | +7.6% | -8.1% | -3.3% |
| 3Y | +35.0% | +62.2% | -27.3% | +12.0% |
| 5Y | +31.6% | +52.0% | -20.4% | +10.2% |
| 10Y | +104.6% | +189.4% | -84.7% | +30.2% |
| All | +2,751.2% | +4,404.6% | -1,653.4% | +623.5% |
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