+162.4%
ALL vs WEC
+56.3%
+106.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | -0.1% |
| 7D | +5.0% | +2.3% | +2.7% | +3.8% |
| 30D | +13.3% | +11.1% | +2.3% | +7.8% |
| 3M | +3.2% | +8.4% | -5.3% | -0.8% |
| 6M | +25.3% | +7.5% | +17.8% | +21.0% |
| YTD | +30.5% | +15.3% | +15.1% | +21.4% |
| 1Y | +29.2% | +9.7% | +19.5% | +23.2% |
| 3Y | +119.1% | +64.7% | +54.4% | +75.2% |
| All | +162.4% | +56.3% | +106.1% | +112.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling