+1,182.4%
URI vs WEC
+186.5%
+995.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -1.9% | -2.0% |
| 7D | -6.0% | +1.4% | -7.4% | -6.4% |
| 30D | +4.6% | +12.8% | -8.2% | +1.2% |
| 3M | -2.7% | +11.2% | -13.9% | -5.6% |
| 6M | +18.4% | +6.6% | +11.8% | +16.1% |
| YTD | +37.4% | +13.8% | +23.5% | +32.5% |
| 1Y | +30.4% | +7.6% | +22.7% | +27.5% |
| 3Y | +147.9% | +62.2% | +85.7% | +115.0% |
| 5Y | +202.1% | +52.0% | +150.1% | +165.4% |
| 10Y | +1,182.4% | +189.4% | +993.1% | +1,171.6% |
| All | +1,182.4% | +186.5% | +995.9% | +1,171.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling