+992.7%
C vs WEC
+4,455.0%
-3,462.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.1% |
| 7D | -5.3% | +3.2% | -8.5% | -6.8% |
| 30D | -7.3% | +14.7% | -22.0% | -13.6% |
| 3M | -13.5% | +10.2% | -23.7% | -17.8% |
| 6M | -6.5% | +4.5% | -11.0% | -9.1% |
| YTD | +3.6% | +15.1% | -11.5% | -4.5% |
| 1Y | +18.9% | +9.4% | +9.5% | +12.3% |
| 3Y | +205.0% | +56.9% | +148.1% | +135.7% |
| 5Y | +109.4% | +54.4% | +54.9% | +59.4% |
| 10Y | +232.9% | +183.5% | +49.4% | +66.1% |
| All | +992.7% | +4,455.0% | -3,462.3% | +2.2% |
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