+155.3%
URI vs WEC
+62.7%
+92.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.1% |
| 7D | +2.6% | -0.5% | +3.1% | +2.7% |
| 30D | +9.1% | +12.0% | -2.9% | +6.6% |
| 3M | +1.0% | +11.1% | -10.1% | -1.2% |
| 6M | +23.3% | +6.0% | +17.4% | +21.8% |
| YTD | +43.3% | +14.3% | +29.0% | +40.3% |
| 1Y | +35.9% | +8.0% | +27.9% | +34.1% |
| All | +155.3% | +62.7% | +92.6% | +126.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling