-22.5%
BA vs WEC
+54.4%
-77.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | -0.1% | +3.2% | -3.3% | -0.7% |
| 30D | -9.1% | +14.7% | -23.8% | -11.4% |
| 3M | -28.2% | +10.2% | -38.4% | -29.5% |
| 6M | -23.1% | +4.5% | -27.6% | -23.8% |
| YTD | -20.6% | +15.1% | -35.7% | -22.8% |
| 1Y | -12.7% | +9.4% | -22.1% | -14.3% |
| 3Y | -11.6% | +56.9% | -68.5% | -20.6% |
| All | -22.5% | +54.4% | -77.0% | -29.9% |
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