+1,096.8%
BE vs WETO
-99.4%
+1,196.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -5.4% | +12.1% | +6.7% |
| 7D | +9.0% | -4.3% | +13.4% | +9.1% |
| 30D | +16.3% | -39.9% | +56.2% | +14.5% |
| 3M | +10.8% | -97.9% | +108.7% | +23.6% |
| 6M | +73.2% | -95.0% | +168.2% | +82.7% |
| YTD | +217.4% | -97.2% | +314.5% | +228.8% |
| 1Y | +309.8% | -98.9% | +408.7% | +311.2% |
| All | +1,096.8% | -99.4% | +1,196.2% | +1,188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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