+115.0%
UMC vs WEC
+9.7%
+105.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -0.6% |
| 7D | -14.7% | +6.9% | -21.6% | -11.0% |
| 30D | -32.9% | +16.6% | -49.5% | -26.9% |
| 3M | -22.2% | +9.1% | -31.2% | -18.4% |
| 6M | +25.9% | +3.2% | +22.7% | +28.2% |
| YTD | +107.9% | +14.9% | +93.0% | +113.7% |
| 1Y | +115.0% | +9.2% | +105.8% | +119.7% |
| All | +115.0% | +9.7% | +105.4% | +119.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling