+404.0%
BE vs WEC
+3.4%
+400.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.1% | +8.6% | +10.2% |
| 7D | +29.8% | +0.8% | +29.0% | +30.2% |
| 30D | +26.4% | +0.3% | +26.1% | +26.2% |
| 3M | +9.3% | -2.9% | +12.3% | +4.9% |
| 6M | +105.1% | -5.9% | +111.0% | +94.6% |
| YTD | +219.0% | +4.1% | +214.9% | +227.1% |
| All | +404.0% | +3.4% | +400.6% | +429.2% |
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