+36.6%
BP vs WEC
+9.7%
+26.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.3% | -6.5% | -4.4% |
| 7D | -8.4% | +6.9% | -15.3% | -9.1% |
| 30D | +2.2% | +16.6% | -14.4% | +0.4% |
| 3M | +8.8% | +9.1% | -0.3% | +7.7% |
| 6M | -0.5% | +3.2% | -3.7% | -0.1% |
| YTD | +36.2% | +14.9% | +21.3% | +32.2% |
| 1Y | +36.6% | +9.2% | +27.4% | +34.6% |
| All | +36.6% | +9.7% | +26.9% | +34.6% |
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 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