+1,135.8%
URI vs WEC
+197.9%
+937.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | +6.7% | +2.3% | +4.4% | +6.1% |
| 30D | +8.9% | +11.1% | -2.2% | +5.8% |
| 3M | +0.5% | +8.4% | -7.9% | -1.8% |
| 6M | +20.7% | +7.5% | +13.2% | +18.1% |
| YTD | +40.0% | +15.3% | +24.7% | +34.5% |
| 1Y | +34.4% | +9.7% | +24.7% | +30.8% |
| 3Y | +149.5% | +64.7% | +84.8% | +115.3% |
| 5Y | +205.6% | +57.3% | +148.3% | +166.0% |
| All | +1,135.8% | +197.9% | +937.9% | +1,121.6% |
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