+9.7%
WEC vs URA
-29.3%
+39.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +0.9% |
| 7D | +2.3% | -1.5% | +3.9% | +2.3% |
| 30D | +11.1% | -10.4% | +21.5% | +10.8% |
| 3M | +8.4% | -29.6% | +38.1% | +7.9% |
| 6M | +7.5% | -40.3% | +47.8% | +7.3% |
| YTD | +15.3% | -25.5% | +40.8% | +16.3% |
| 1Y | +9.7% | -26.4% | +36.2% | +10.6% |
| All | +9.7% | -29.3% | +39.0% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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