+3,716.0%
ALL vs WEC
+2,568.5%
+1,147.5%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | 0.0% | -0.3% | +0.3% | +0.2% |
| 30D | -1.5% | -1.3% | -0.2% | -0.9% |
| 3M | +23.6% | -3.9% | +27.6% | +26.0% |
| 6M | +22.3% | -8.3% | +30.7% | +27.2% |
| YTD | +26.5% | +3.1% | +23.5% | +24.4% |
| 1Y | +27.0% | +1.9% | +25.1% | +25.3% |
| 3Y | +149.6% | +41.9% | +107.7% | +110.4% |
| 5Y | +118.1% | +30.8% | +87.3% | +88.4% |
| 10Y | +369.0% | +141.9% | +227.0% | +188.7% |
| All | +3,716.0% | +2,568.5% | +1,147.5% | +774.1% |
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 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