+61.6%
AG vs WEC
+146.6%
-84.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -6.7% | -0.6% | -6.1% | -6.6% |
| 30D | +2.2% | -2.6% | +4.8% | +2.9% |
| 3M | +15.7% | -6.0% | +21.7% | +17.8% |
| 6M | -23.8% | -5.4% | -18.4% | -22.9% |
| YTD | +17.6% | +2.5% | +15.2% | +16.0% |
| 1Y | +88.6% | -0.7% | +89.3% | +87.7% |
| 3Y | +253.4% | +38.7% | +214.7% | +208.1% |
| 5Y | +62.4% | +31.7% | +30.8% | +45.1% |
| All | +61.6% | +146.6% | -84.9% | +23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling