+243.6%
UMC vs WEC
+2,346.4%
-2,102.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.3% | +4.9% |
| 7D | +5.0% | -0.3% | +5.2% | +5.0% |
| 30D | +7.7% | -1.3% | +9.0% | +8.1% |
| 3M | +1.7% | -3.9% | +5.6% | +2.6% |
| 6M | +113.9% | -8.3% | +122.2% | +119.2% |
| YTD | +168.9% | +3.1% | +165.8% | +162.4% |
| 1Y | +207.2% | +1.9% | +205.3% | +200.3% |
| 3Y | +227.7% | +41.9% | +185.8% | +172.5% |
| 5Y | +118.0% | +30.8% | +87.3% | +83.0% |
| 10Y | +1,682.1% | +141.9% | +1,540.2% | +804.1% |
| All | +243.6% | +2,346.4% | -2,102.8% | -34.1% |
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