+34.6%
UNP vs WEC
+2.5%
+32.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -0.9% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | -2.1% | +0.9% | -3.0% | -2.7% |
| 3M | +5.4% | -5.3% | +10.8% | +7.9% |
| 6M | +13.4% | -6.6% | +20.0% | +16.6% |
| YTD | +25.0% | +3.3% | +21.7% | +25.0% |
| 1Y | +34.6% | +2.1% | +32.5% | +36.0% |
| All | +34.6% | +2.5% | +32.1% | +36.0% |
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