+911.5%
BE vs WEC
+114.8%
+796.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.5% |
| 7D | +20.0% | -0.3% | +20.2% | +20.0% |
| 30D | +7.9% | -1.3% | +9.2% | +8.2% |
| 3M | -13.2% | -3.9% | -9.3% | -13.0% |
| 6M | +53.5% | -8.3% | +61.8% | +55.6% |
| YTD | +191.0% | +3.1% | +188.0% | +186.5% |
| 1Y | +360.5% | +1.9% | +358.6% | +353.2% |
| 3Y | +1,568.0% | +41.9% | +1,526.1% | +1,400.5% |
| 5Y | +1,055.2% | +30.8% | +1,024.4% | +960.8% |
| All | +911.5% | +114.8% | +796.7% | +1,318.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling