+348.2%
AEM vs WEC
+42.2%
+306.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.8% |
| 7D | +4.3% | +0.8% | +3.5% | +4.0% |
| 30D | +13.1% | +0.3% | +12.8% | +12.7% |
| 3M | +24.8% | -2.9% | +27.7% | +25.5% |
| 6M | -8.2% | -5.9% | -2.3% | -6.4% |
| YTD | +19.8% | +4.1% | +15.7% | +16.7% |
| 1Y | +32.1% | +3.1% | +28.9% | +28.7% |
| 3Y | +348.2% | +40.8% | +307.4% | +260.9% |
| All | +348.2% | +42.2% | +306.0% | +260.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling