+61.5%
ALB vs WEC
+1.8%
+59.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.5% |
| 7D | -8.1% | -0.3% | -7.8% | -8.1% |
| 30D | +6.3% | -1.3% | +7.6% | +6.2% |
| 3M | -23.6% | -3.9% | -19.6% | -24.2% |
| 6M | -24.6% | -8.3% | -16.3% | -24.5% |
| YTD | -10.3% | +3.1% | -13.3% | -8.2% |
| 1Y | +61.5% | +1.9% | +59.5% | +64.1% |
| All | +61.5% | +1.8% | +59.7% | +64.1% |
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