+1,361.3%
BP vs WEC
+4,410.0%
-3,048.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | -6.9% | +0.2% | -7.1% | -7.0% |
| 30D | -3.6% | +12.9% | -16.5% | -7.6% |
| 3M | +8.4% | +9.8% | -1.4% | +4.7% |
| 6M | +5.3% | +6.7% | -1.4% | +2.5% |
| YTD | +33.2% | +14.0% | +19.2% | +26.6% |
| 1Y | +28.2% | +7.3% | +20.8% | +24.3% |
| 3Y | +49.2% | +63.8% | -14.5% | +23.2% |
| 5Y | +102.9% | +54.8% | +48.1% | +68.0% |
| 10Y | +127.7% | +185.7% | -58.0% | +38.8% |
| All | +1,361.3% | +4,410.0% | -3,048.7% | +265.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling