+85.4%
BE vs WEC
+9.5%
+75.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -4.4% |
| 7D | +10.8% | +2.3% | +8.5% | +12.2% |
| 30D | -19.8% | +11.1% | -30.8% | -15.3% |
| 3M | -18.7% | +8.4% | -27.2% | -16.1% |
| 6M | -33.7% | +7.5% | -41.2% | -34.3% |
| YTD | +121.0% | +15.3% | +105.6% | +128.5% |
| 1Y | +85.4% | +9.7% | +75.7% | +91.9% |
| All | +85.4% | +9.5% | +75.9% | +91.9% |
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