+279.0%
AG vs WEC
+42.2%
+236.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.3% |
| 7D | +4.5% | +0.8% | +3.7% | +4.3% |
| 30D | +12.9% | +0.3% | +12.5% | +12.5% |
| 3M | +20.9% | -2.9% | +23.9% | +21.6% |
| 6M | -19.5% | -5.9% | -13.6% | -18.3% |
| YTD | +24.8% | +4.1% | +20.6% | +22.3% |
| 1Y | +120.2% | +3.1% | +117.1% | +115.8% |
| 3Y | +279.0% | +40.8% | +238.2% | +189.5% |
| All | +279.0% | +42.2% | +236.8% | +189.5% |
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