+71,806.6%
BBY vs WEC
+4,021.5%
+67,785.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | +8.1% | +0.8% | +7.3% | +7.8% |
| 30D | +8.9% | +0.3% | +8.6% | +8.8% |
| 3M | +22.0% | -2.9% | +25.0% | +23.2% |
| 6M | +37.8% | -5.9% | +43.7% | +40.4% |
| YTD | +37.3% | +4.1% | +33.2% | +34.9% |
| 1Y | +21.6% | +3.1% | +18.4% | +19.6% |
| 3Y | +41.5% | +40.8% | +0.7% | +23.6% |
| 5Y | +1.2% | +31.7% | -30.5% | -10.5% |
| 10Y | +237.8% | +141.1% | +96.7% | +134.3% |
| All | +71,806.6% | +4,021.5% | +67,785.0% | +17,370.7% |
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