+154.8%
APA vs WEC
+31.0%
+123.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.1% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | +23.4% | -1.3% | +24.7% | +23.6% |
| 3M | +12.7% | -3.9% | +16.6% | +13.4% |
| 6M | +39.4% | -8.3% | +47.7% | +41.3% |
| YTD | +79.0% | +3.1% | +75.9% | +77.5% |
| 1Y | +88.8% | +1.9% | +86.9% | +87.3% |
| 3Y | +6.4% | +41.9% | -35.6% | -2.3% |
| All | +154.8% | +31.0% | +123.8% | +132.7% |
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