+719.1%
B vs WEC
+4,360.7%
-3,641.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.1% |
| 7D | +9.6% | -0.2% | +9.8% | +9.7% |
| 30D | +3.5% | +12.3% | -8.8% | +0.3% |
| 3M | -1.6% | +8.3% | -9.8% | -3.7% |
| 6M | -1.7% | +3.5% | -5.1% | -2.8% |
| YTD | -5.3% | +12.7% | -18.0% | -8.6% |
| 1Y | +27.2% | +8.2% | +19.0% | +24.1% |
| 3Y | +166.1% | +55.9% | +110.2% | +135.4% |
| 5Y | +136.5% | +51.2% | +85.3% | +110.4% |
| 10Y | +172.2% | +177.6% | -5.4% | +107.1% |
| All | +719.1% | +4,360.7% | -3,641.6% | +447.3% |
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