-14.1%
ALB vs WEC
+64.2%
-78.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.7% |
| 7D | -5.8% | +2.3% | -8.1% | -6.5% |
| 30D | -4.5% | +11.1% | -15.6% | -8.0% |
| 3M | -28.1% | +8.4% | -36.5% | -30.2% |
| 6M | -53.2% | +7.5% | -60.7% | -54.7% |
| YTD | -33.3% | +15.3% | -48.7% | -37.4% |
| 1Y | -17.4% | +9.7% | -27.2% | -20.8% |
| 3Y | -14.1% | +64.7% | -78.8% | -43.1% |
| All | -14.1% | +64.2% | -78.4% | -43.1% |
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