+91.2%
AEP vs WEC
+62.7%
+28.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.8% |
| 7D | +0.7% | -0.5% | +1.3% | +1.2% |
| 30D | +4.8% | +12.0% | -7.2% | -4.7% |
| 3M | +5.4% | +11.1% | -5.7% | -3.7% |
| 6M | +0.4% | +6.0% | -5.6% | -4.4% |
| YTD | +15.5% | +14.3% | +1.2% | +3.4% |
| 1Y | +8.5% | +8.0% | +0.5% | +1.7% |
| All | +91.2% | +62.7% | +28.5% | +26.8% |
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 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