+1,821.9%
BA vs WEC
+3,978.4%
-2,156.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | +1.2% | -0.3% | +1.4% | +1.3% |
| 30D | -11.6% | -1.3% | -10.3% | -11.2% |
| 3M | -2.4% | -3.9% | +1.5% | -1.0% |
| 6M | -6.6% | -8.3% | +1.7% | -3.6% |
| YTD | -2.2% | +3.1% | -5.3% | -3.9% |
| 1Y | -8.0% | +1.9% | -10.0% | -9.3% |
| 3Y | -5.0% | +41.9% | -46.9% | -19.8% |
| 5Y | -2.7% | +30.8% | -33.5% | -16.4% |
| 10Y | +75.9% | +141.9% | -66.0% | +13.4% |
| All | +1,821.9% | +3,978.4% | -2,156.5% | +258.4% |
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