+63.5%
AA vs WEC
+2.5%
+61.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.1% | -2.2% |
| 7D | -0.6% | +0.4% | -1.0% | -0.5% |
| 30D | -1.6% | +0.9% | -2.5% | -1.4% |
| 3M | -29.8% | -5.3% | -24.5% | -30.2% |
| 6M | -16.6% | -6.6% | -10.1% | -17.4% |
| YTD | -4.0% | +3.3% | -7.3% | +0.9% |
| 1Y | +63.5% | +2.1% | +61.4% | +70.8% |
| All | +63.5% | +2.5% | +61.0% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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