+44.6%
DAL vs WEC
+8.3%
+36.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +1.4% | -0.7% | +2.1% | +1.4% |
| 30D | +9.1% | +11.0% | -1.9% | +9.2% |
| 3M | -3.5% | +8.6% | -12.1% | -3.7% |
| 6M | +23.4% | +6.2% | +17.2% | +23.3% |
| YTD | +26.0% | +14.3% | +11.8% | +31.4% |
| 1Y | +44.6% | +8.4% | +36.3% | +49.7% |
| All | +44.6% | +8.3% | +36.3% | +49.7% |
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