-13.6%
BKNG vs WEC
+9.7%
-23.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.3% | +7.5% | +10.0% |
| 7D | +15.6% | +6.9% | +8.7% | +16.7% |
| 30D | +8.0% | +16.6% | -8.6% | +11.5% |
| 3M | -11.8% | +9.1% | -20.8% | -10.8% |
| 6M | +3.8% | +3.2% | +0.6% | +2.5% |
| YTD | -19.6% | +14.9% | -34.5% | -15.5% |
| 1Y | -13.6% | +9.2% | -22.8% | -10.0% |
| All | -13.6% | +9.7% | -23.3% | -10.0% |
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