+142.1%
WEC vs UUUU
+495.2%
-353.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.6% | -0.6% |
| 7D | -1.3% | -5.0% | +3.8% | -1.2% |
| 30D | -0.4% | -7.8% | +7.4% | -0.3% |
| 3M | -6.8% | -0.4% | -6.4% | -6.9% |
| 6M | -6.4% | -32.9% | +26.5% | -5.8% |
| YTD | +2.5% | -6.3% | +8.7% | +1.9% |
| 1Y | -0.4% | +7.9% | -8.3% | -1.7% |
| 3Y | +38.5% | +85.2% | -46.7% | +33.3% |
| 5Y | +31.7% | +97.0% | -65.3% | +24.6% |
| All | +142.1% | +495.2% | -353.1% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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