+714.7%
B vs WEC
+4,455.0%
-3,740.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +4.3% | +3.2% | +1.1% | +3.5% |
| 30D | -0.9% | +14.7% | -15.6% | -4.5% |
| 3M | -1.4% | +10.2% | -11.6% | -4.0% |
| 6M | +5.0% | +4.5% | +0.6% | +3.5% |
| YTD | -5.8% | +15.1% | -20.9% | -9.5% |
| 1Y | +25.6% | +9.4% | +16.2% | +22.2% |
| 3Y | +161.6% | +56.9% | +104.7% | +131.1% |
| 5Y | +135.2% | +54.4% | +80.8% | +108.2% |
| 10Y | +170.7% | +183.5% | -12.7% | +104.8% |
| All | +714.7% | +4,455.0% | -3,740.3% | +441.5% |
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