+3,646.0%
ALL vs WEC
+2,818.6%
+827.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.5% |
| 7D | -1.9% | -0.2% | -1.8% | -1.8% |
| 30D | +13.8% | +12.3% | +1.5% | +7.8% |
| 3M | -7.0% | +8.3% | -15.2% | -10.4% |
| 6M | +18.0% | +3.5% | +14.6% | +16.1% |
| YTD | +24.2% | +12.7% | +11.5% | +17.1% |
| 1Y | +31.2% | +8.2% | +23.0% | +26.1% |
| 3Y | +107.5% | +55.9% | +51.7% | +67.6% |
| 5Y | +144.8% | +51.2% | +93.6% | +97.8% |
| 10Y | +375.8% | +177.6% | +198.1% | +174.7% |
| All | +3,646.0% | +2,818.6% | +827.4% | +723.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling