+13.6%
BND vs WEC
+64.2%
-50.6%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -1.4% | +2.3% | -3.8% | -1.6% |
| 30D | +0.6% | +11.1% | -10.5% | -0.4% |
| 3M | -1.6% | +8.4% | -10.1% | -2.4% |
| 6M | -1.5% | +7.5% | -9.1% | -2.3% |
| YTD | -1.5% | +15.3% | -16.8% | -2.9% |
| 1Y | -1.1% | +9.7% | -10.8% | -2.1% |
| 3Y | +13.6% | +64.7% | -51.1% | +6.1% |
| All | +13.6% | +64.2% | -50.6% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling