+31.8%
USB vs WEC
+6.8%
+25.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | +5.8% | +12.3% | -6.5% | +3.8% |
| 3M | -6.0% | +8.3% | -14.2% | -7.3% |
| 6M | +7.8% | +3.5% | +4.3% | +6.4% |
| YTD | +14.6% | +12.7% | +1.9% | +15.5% |
| 1Y | +31.8% | +8.2% | +23.6% | +31.0% |
| All | +31.8% | +6.8% | +25.0% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling