+726.3%
WEC vs UUUU
-91.9%
+818.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | +1.0% |
| 7D | +0.8% | +2.8% | -2.0% | +0.8% |
| 30D | +0.3% | +3.4% | -3.1% | +0.3% |
| 3M | -2.9% | -3.9% | +1.0% | -3.0% |
| 6M | -5.9% | -23.2% | +17.3% | -5.7% |
| YTD | +4.1% | +0.6% | +3.6% | +3.7% |
| 1Y | +3.1% | +22.9% | -19.7% | +2.1% |
| 3Y | +40.8% | +98.6% | -57.9% | +37.3% |
| 5Y | +31.7% | +130.2% | -98.5% | +27.1% |
| 10Y | +141.1% | +519.5% | -378.4% | +123.1% |
| All | +726.3% | -91.9% | +818.3% | +678.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling