+176.0%
URI vs WEC
+54.4%
+121.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.2% | -7.3% | -7.2% |
| 7D | -12.9% | +3.2% | -16.1% | -13.8% |
| 30D | -3.4% | +14.7% | -18.1% | -7.2% |
| 3M | -10.0% | +10.2% | -20.3% | -12.6% |
| 6M | +12.2% | +4.5% | +7.7% | +10.5% |
| YTD | +29.8% | +15.1% | +14.6% | +24.5% |
| 1Y | +24.6% | +9.4% | +15.2% | +21.2% |
| 3Y | +137.6% | +56.9% | +80.7% | +104.8% |
| All | +176.0% | +54.4% | +121.6% | +132.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling