+1,462.0%
BA vs WEC
+4,455.0%
-2,993.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | -0.1% | +3.2% | -3.3% | -1.4% |
| 30D | -9.1% | +14.7% | -23.8% | -14.1% |
| 3M | -28.2% | +10.2% | -38.4% | -31.1% |
| 6M | -23.1% | +4.5% | -27.6% | -24.9% |
| YTD | -20.6% | +15.1% | -35.7% | -25.4% |
| 1Y | -12.7% | +9.4% | -22.1% | -16.4% |
| 3Y | -11.6% | +56.9% | -68.5% | -28.3% |
| 5Y | -23.1% | +54.4% | -77.6% | -38.4% |
| 10Y | +34.4% | +183.5% | -149.1% | -19.0% |
| All | +1,462.0% | +4,455.0% | -2,993.0% | +178.1% |
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