+67.2%
CAH vs WEC
+1.8%
+65.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +5.4% | -0.3% | +5.6% | +5.4% |
| 30D | +3.3% | -1.3% | +4.6% | +3.6% |
| 3M | +22.8% | -3.9% | +26.7% | +24.4% |
| 6M | +11.3% | -8.3% | +19.6% | +13.3% |
| YTD | +21.1% | +3.1% | +18.1% | +22.1% |
| 1Y | +67.2% | +1.9% | +65.3% | +60.0% |
| All | +67.2% | +1.8% | +65.5% | +60.0% |
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