+465.4%
BE vs WEC
+55.5%
+409.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.1% | +10.8% | +11.6% |
| 7D | -1.2% | +0.2% | -1.4% | -1.4% |
| 30D | -30.9% | +12.9% | -43.8% | -34.1% |
| 3M | -11.6% | +9.8% | -21.4% | -14.8% |
| 6M | -25.7% | +6.7% | -32.5% | -28.5% |
| YTD | +123.1% | +14.0% | +109.2% | +107.5% |
| 1Y | +43.4% | +7.3% | +36.1% | +37.2% |
| 3Y | +1,683.6% | +63.8% | +1,619.8% | +1,223.0% |
| 5Y | +465.4% | +54.8% | +410.7% | +406.6% |
| All | +465.4% | +55.5% | +409.9% | +406.6% |
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