+9,562.1%
UNP vs WEC
+4,410.0%
+5,152.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +1.9% |
| 7D | -3.3% | +0.2% | -3.5% | -3.3% |
| 30D | +6.7% | +12.9% | -6.2% | +2.0% |
| 3M | +1.8% | +9.8% | -8.0% | -1.8% |
| 6M | +13.3% | +6.7% | +6.6% | +10.5% |
| YTD | +30.3% | +14.0% | +16.4% | +23.9% |
| 1Y | +36.9% | +7.3% | +29.6% | +33.0% |
| 3Y | +50.9% | +63.8% | -12.9% | +24.3% |
| 5Y | +37.9% | +54.8% | -16.8% | +15.3% |
| 10Y | +293.8% | +185.7% | +108.1% | +149.5% |
| All | +9,562.1% | +4,410.0% | +5,152.1% | +2,354.1% |
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