+33.7%
BP vs WEC
+42.4%
-8.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +3.9% | -0.3% | +4.2% | +4.0% |
| 30D | +7.6% | -1.3% | +8.9% | +7.8% |
| 3M | +0.7% | -3.9% | +4.6% | +1.2% |
| 6M | +15.5% | -8.3% | +23.8% | +16.9% |
| YTD | +30.8% | +3.1% | +27.8% | +30.1% |
| 1Y | +34.3% | +1.9% | +32.4% | +33.7% |
| All | +33.7% | +42.4% | -8.7% | +24.5% |
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