+59.7%
CAH vs WEC
+0.7%
+59.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.5% |
| 7D | -5.1% | -1.3% | -3.8% | -4.8% |
| 30D | -1.8% | -0.4% | -1.4% | -1.7% |
| 3M | +9.4% | -6.8% | +16.1% | +11.6% |
| 6M | +9.2% | -6.4% | +15.6% | +11.5% |
| YTD | +15.7% | +2.5% | +13.2% | +16.4% |
| 1Y | +59.7% | -0.4% | +60.1% | +54.8% |
| All | +59.7% | +0.7% | +59.1% | +54.8% |
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 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