+562.5%
WEC vs URA
-53.7%
+616.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.4% | +0.6% |
| 7D | +3.2% | -13.3% | +16.5% | +4.2% |
| 30D | +14.7% | -25.9% | +40.5% | +17.1% |
| 3M | +10.2% | -27.8% | +38.0% | +12.6% |
| 6M | +4.5% | -42.8% | +47.3% | +8.4% |
| YTD | +15.1% | -27.5% | +42.6% | +16.6% |
| 1Y | +9.4% | -35.1% | +44.5% | +11.7% |
| 3Y | +56.9% | +31.1% | +25.8% | +47.9% |
| 5Y | +54.4% | +29.8% | +24.7% | +43.3% |
| 10Y | +183.5% | +265.1% | -81.6% | +119.2% |
| All | +562.5% | -53.7% | +616.2% | +551.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling