+76.3%
DE vs WEC
+40.3%
+36.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -3.0% | +0.4% | -3.4% | -3.2% |
| 30D | +11.1% | +0.9% | +10.2% | +10.6% |
| 3M | +17.6% | -5.3% | +22.9% | +19.6% |
| 6M | +13.6% | -6.6% | +20.2% | +16.1% |
| YTD | +46.3% | +3.3% | +43.0% | +44.5% |
| 1Y | +44.2% | +2.1% | +42.1% | +42.6% |
| All | +76.3% | +40.3% | +36.0% | +55.3% |
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