+24.0%
B vs WEC
+7.6%
+16.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +4.1% |
| 7D | +11.3% | +0.2% | +11.1% | +11.2% |
| 30D | +2.9% | +12.9% | -10.0% | +2.1% |
| 3M | -2.9% | +9.8% | -12.6% | -3.8% |
| 6M | -1.2% | +6.7% | -7.9% | -1.8% |
| YTD | -1.3% | +14.0% | -15.3% | -1.8% |
| All | +24.0% | +7.6% | +16.4% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling