+55.3%
WEC vs WU
-44.4%
+99.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.4% | +0.8% |
| 7D | -0.5% | +2.1% | -2.7% | -0.9% |
| 30D | +12.0% | +10.1% | +1.8% | +10.4% |
| 3M | +11.1% | -1.1% | +12.2% | +11.0% |
| 6M | +6.0% | -19.8% | +25.8% | +8.6% |
| YTD | +14.3% | -20.8% | +35.0% | +17.0% |
| 1Y | +8.0% | -15.1% | +23.1% | +9.1% |
| 3Y | +62.8% | -23.2% | +86.1% | +66.1% |
| 5Y | +55.3% | -42.6% | +97.9% | +67.5% |
| All | +55.3% | -44.4% | +99.7% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling