+445.6%
AG vs WEC
+766.7%
-321.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.6% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | +19.2% | -1.3% | +20.5% | +19.6% |
| 3M | +6.2% | -3.9% | +10.1% | +7.5% |
| 6M | -26.7% | -8.3% | -18.4% | -24.2% |
| YTD | +26.1% | +3.1% | +23.1% | +23.2% |
| 1Y | +131.7% | +1.9% | +129.7% | +126.9% |
| 3Y | +255.3% | +41.9% | +213.4% | +189.1% |
| 5Y | +61.9% | +30.8% | +31.2% | +37.0% |
| 10Y | +72.0% | +141.9% | -69.9% | -8.8% |
| All | +445.6% | +766.7% | -321.1% | +4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling