+8,200.6%
USB vs WEC
+4,446.9%
+3,753.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +0.9% |
| 7D | +2.4% | +6.9% | -4.5% | -0.4% |
| 30D | +6.6% | +16.6% | -10.0% | +0.1% |
| 3M | -4.1% | +9.1% | -13.1% | -7.5% |
| 6M | +12.5% | +3.2% | +9.3% | +10.8% |
| YTD | +17.6% | +14.9% | +2.7% | +10.6% |
| 1Y | +36.5% | +9.2% | +27.3% | +30.9% |
| 3Y | +95.4% | +56.6% | +38.8% | +60.1% |
| 5Y | +26.1% | +56.1% | -30.0% | +2.1% |
| 10Y | +101.3% | +183.0% | -81.7% | +22.6% |
| All | +8,200.6% | +4,446.9% | +3,753.7% | +1,636.2% |
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