+114.1%
AG vs WEC
+0.7%
+113.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.1% | -4.9% |
| 7D | -5.8% | -1.3% | -4.5% | -5.9% |
| 30D | +6.4% | -0.4% | +6.7% | +5.9% |
| 3M | +28.4% | -6.8% | +35.2% | +28.6% |
| 6M | -24.5% | -6.4% | -18.1% | -23.7% |
| YTD | +21.2% | +2.5% | +18.7% | +22.6% |
| 1Y | +114.1% | -0.4% | +114.5% | +116.1% |
| All | +114.1% | +0.7% | +113.4% | +116.1% |
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