+1,076.1%
BE vs WEC
+31.0%
+1,045.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.6% |
| 7D | +20.0% | -0.3% | +20.2% | +20.1% |
| 30D | +7.9% | -1.3% | +9.2% | +8.3% |
| 3M | -13.2% | -3.9% | -9.3% | -13.2% |
| 6M | +53.5% | -8.3% | +61.8% | +56.3% |
| YTD | +191.0% | +3.1% | +188.0% | +183.0% |
| 1Y | +360.5% | +1.9% | +358.6% | +347.1% |
| 3Y | +1,568.0% | +41.9% | +1,526.1% | +1,279.4% |
| All | +1,076.1% | +31.0% | +1,045.2% | +981.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling