+6,893.4%
URI vs WEC
+1,939.3%
+4,954.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.9% |
| 7D | -2.0% | -0.3% | -1.7% | -1.9% |
| 30D | -12.9% | -1.3% | -11.7% | -12.5% |
| 3M | -6.7% | -3.9% | -2.8% | -5.2% |
| 6M | +19.0% | -8.3% | +27.3% | +23.4% |
| YTD | +25.5% | +3.1% | +22.5% | +23.5% |
| 1Y | +5.5% | +1.9% | +3.6% | +4.2% |
| 3Y | +111.3% | +41.9% | +69.4% | +76.9% |
| 5Y | +198.6% | +30.8% | +167.8% | +155.1% |
| 10Y | +1,179.9% | +141.9% | +1,038.0% | +642.2% |
| All | +6,893.4% | +1,939.3% | +4,954.2% | +1,269.7% |
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