+25,808.1%
CAT vs WEC
+3,978.4%
+21,829.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.0% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | -6.6% | -1.3% | -5.3% | -6.2% |
| 3M | -13.3% | -3.9% | -9.4% | -12.2% |
| 6M | +11.6% | -8.3% | +19.9% | +15.1% |
| YTD | +42.9% | +3.1% | +39.9% | +40.9% |
| 1Y | +95.4% | +1.9% | +93.5% | +93.0% |
| 3Y | +196.6% | +41.9% | +154.7% | +153.8% |
| 5Y | +321.7% | +30.8% | +290.9% | +267.3% |
| 10Y | +1,140.8% | +141.9% | +998.9% | +691.5% |
| All | +25,808.1% | +3,978.4% | +21,829.7% | +5,346.5% |
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 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