+26.3%
BP vs WEC
+7.4%
+18.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -6.3% | +1.4% | -7.7% | -6.4% |
| 30D | -3.6% | +12.8% | -16.4% | -4.9% |
| 3M | +5.2% | +11.2% | -6.0% | +3.9% |
| 6M | +5.3% | +6.6% | -1.3% | +4.6% |
| YTD | +33.1% | +13.8% | +19.3% | +29.9% |
| 1Y | +26.3% | +7.6% | +18.6% | +24.0% |
| All | +26.3% | +7.4% | +18.9% | +24.0% |
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