+7,869.5%
URI vs WEC
+2,161.2%
+5,708.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.0% |
| 7D | +2.4% | -0.5% | +2.9% | +2.7% |
| 30D | +8.9% | +12.0% | -3.1% | +3.5% |
| 3M | +0.8% | +11.1% | -10.3% | -4.0% |
| 6M | +23.1% | +6.0% | +17.2% | +19.6% |
| YTD | +43.1% | +14.3% | +28.8% | +34.3% |
| 1Y | +35.7% | +8.0% | +27.7% | +30.5% |
| 3Y | +158.2% | +62.8% | +95.4% | +103.2% |
| 5Y | +212.6% | +55.3% | +157.3% | +147.4% |
| 10Y | +1,210.8% | +193.2% | +1,017.6% | +593.0% |
| All | +7,869.5% | +2,161.2% | +5,708.2% | +1,389.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling