+228.8%
AA vs WEC
+4,410.0%
-4,181.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.1% | +4.7% | +5.3% |
| 7D | +4.8% | +0.2% | +4.6% | +4.7% |
| 30D | -0.6% | +12.9% | -13.6% | -5.8% |
| 3M | -16.3% | +9.8% | -26.1% | -19.9% |
| 6M | -33.4% | +6.7% | -40.1% | -35.6% |
| YTD | -20.7% | +14.0% | -34.7% | -25.7% |
| 1Y | +12.9% | +7.3% | +5.6% | +8.4% |
| 3Y | +75.7% | +63.8% | +11.9% | +38.1% |
| 5Y | -6.8% | +54.8% | -61.6% | -25.4% |
| 10Y | +53.6% | +185.7% | -132.1% | -16.7% |
| All | +228.8% | +4,410.0% | -4,181.1% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling