+360.5%
BE vs WEC
+1.8%
+358.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +6.9% |
| 7D | +20.0% | -0.3% | +20.2% | +19.8% |
| 30D | +7.9% | -1.3% | +9.2% | +6.7% |
| 3M | -13.2% | -3.9% | -9.3% | -17.1% |
| 6M | +53.5% | -8.3% | +61.8% | +43.6% |
| YTD | +191.0% | +3.1% | +188.0% | +195.4% |
| 1Y | +360.5% | +1.9% | +358.6% | +363.0% |
| All | +360.5% | +1.8% | +358.8% | +363.0% |
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