-10.6%
BA vs WEC
+8.0%
-18.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | -1.4% | -0.5% | -0.8% | -1.3% |
| 30D | -7.9% | +12.0% | -19.9% | -8.9% |
| 3M | -25.2% | +11.1% | -36.2% | -25.9% |
| 6M | -26.7% | +6.0% | -32.7% | -27.1% |
| YTD | -19.6% | +14.3% | -33.9% | -19.4% |
| 1Y | -10.6% | +8.0% | -18.6% | -12.3% |
| All | -10.6% | +8.0% | -18.6% | -12.3% |
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 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