-12.9%
ALB vs WEC
+53.8%
-66.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.6% |
| 7D | +9.1% | -0.2% | +9.2% | +9.1% |
| 30D | -3.4% | +12.3% | -15.7% | -7.5% |
| 3M | -20.6% | +8.3% | -28.9% | -23.0% |
| 6M | -48.2% | +3.5% | -51.6% | -49.1% |
| YTD | -29.2% | +12.7% | -42.0% | -33.2% |
| 1Y | +10.0% | +8.2% | +1.8% | +5.8% |
| 3Y | -12.9% | +55.9% | -68.8% | -40.1% |
| All | -12.9% | +53.8% | -66.7% | -40.1% |
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 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