+9,321.7%
UNP vs WEC
+3,978.4%
+5,343.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -5.3% | -0.3% | -5.1% | -5.3% |
| 30D | -1.5% | -1.3% | -0.3% | -1.1% |
| 3M | +10.3% | -3.9% | +14.2% | +11.8% |
| 6M | +9.7% | -8.3% | +18.0% | +13.1% |
| YTD | +27.1% | +3.1% | +24.0% | +25.5% |
| 1Y | +32.6% | +1.9% | +30.6% | +31.3% |
| 3Y | +40.0% | +41.9% | -1.9% | +21.5% |
| 5Y | +50.8% | +30.8% | +20.1% | +34.1% |
| 10Y | +278.6% | +141.9% | +136.7% | +155.2% |
| All | +9,321.7% | +3,978.4% | +5,343.3% | +2,385.5% |
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