+1,340.7%
URI vs WEC
+176.2%
+1,164.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.6% |
| 7D | -9.8% | -0.2% | -9.6% | -9.8% |
| 30D | +1.7% | +12.3% | -10.6% | -1.3% |
| 3M | -9.1% | +8.3% | -17.3% | -11.0% |
| 6M | +9.9% | +3.5% | +6.4% | +8.7% |
| YTD | +31.2% | +12.7% | +18.5% | +27.1% |
| 1Y | +25.9% | +8.2% | +17.8% | +23.2% |
| 3Y | +147.4% | +55.9% | +91.5% | +118.8% |
| 5Y | +179.7% | +51.2% | +128.5% | +148.3% |
| All | +1,340.7% | +176.2% | +1,164.4% | +1,491.5% |
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 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