+75.0%
D vs WEC
+64.2%
+10.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.6% |
| 7D | -1.4% | +2.3% | -3.7% | -3.4% |
| 30D | +7.7% | +11.1% | -3.3% | -1.9% |
| 3M | -0.3% | +8.4% | -8.7% | -7.3% |
| 6M | +10.1% | +7.5% | +2.6% | +2.8% |
| YTD | +19.1% | +15.3% | +3.7% | +3.8% |
| 1Y | +15.9% | +9.7% | +6.2% | +6.0% |
| 3Y | +75.0% | +64.7% | +10.3% | +9.9% |
| All | +75.0% | +64.2% | +10.8% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling