+92.7%
USB vs WEC
+182.1%
-89.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -1.5% | +3.2% | -4.7% | -2.6% |
| 30D | +4.3% | +14.7% | -10.4% | -0.8% |
| 3M | -6.1% | +10.2% | -16.3% | -9.4% |
| 6M | +9.4% | +4.5% | +4.9% | +7.5% |
| YTD | +15.2% | +15.1% | +0.1% | +8.9% |
| 1Y | +32.8% | +9.4% | +23.4% | +27.8% |
| 3Y | +91.3% | +56.9% | +34.4% | +59.5% |
| 5Y | +22.7% | +54.4% | -31.8% | +1.7% |
| All | +92.7% | +182.1% | -89.4% | +65.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling