+7,210.0%
URI vs WEC
+2,130.4%
+5,079.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +2.0% |
| 7D | -9.8% | -0.2% | -9.6% | -9.8% |
| 30D | +1.7% | +12.3% | -10.6% | -3.5% |
| 3M | -9.1% | +8.3% | -17.3% | -12.4% |
| 6M | +9.9% | +3.5% | +6.4% | +7.8% |
| YTD | +31.2% | +12.7% | +18.5% | +23.9% |
| 1Y | +25.9% | +8.2% | +17.8% | +21.0% |
| 3Y | +147.4% | +55.9% | +91.5% | +98.5% |
| 5Y | +179.7% | +51.2% | +128.5% | +123.9% |
| 10Y | +1,419.5% | +177.6% | +1,241.9% | +723.0% |
| All | +7,210.0% | +2,130.4% | +5,079.6% | +1,273.7% |
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