+8.6%
ALB vs WEC
+9.7%
-1.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +3.0% | +5.1% |
| 7D | -2.1% | +6.9% | -8.9% | -2.6% |
| 30D | -9.0% | +16.6% | -25.6% | -10.8% |
| 3M | -21.1% | +9.1% | -30.2% | -22.0% |
| 6M | -49.9% | +3.2% | -53.1% | -49.9% |
| YTD | -32.3% | +14.9% | -47.2% | -35.1% |
| 1Y | +8.6% | +9.2% | -0.6% | +9.8% |
| All | +8.6% | +9.7% | -1.1% | +9.8% |
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 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