+14,219.4%
DE vs WEC
+4,464.3%
+9,755.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | +0.3% | +2.3% | -2.0% | -0.6% |
| 30D | +3.6% | +11.1% | -7.5% | -0.5% |
| 3M | +10.2% | +8.4% | +1.8% | +6.7% |
| 6M | +16.6% | +7.5% | +9.1% | +13.0% |
| YTD | +45.8% | +15.3% | +30.5% | +37.8% |
| 1Y | +43.9% | +9.7% | +34.2% | +38.4% |
| 3Y | +89.6% | +64.7% | +24.9% | +55.1% |
| 5Y | +100.3% | +57.3% | +43.1% | +64.4% |
| 10Y | +760.8% | +195.9% | +564.9% | +423.7% |
| All | +14,219.4% | +4,464.3% | +9,755.1% | +3,118.3% |
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 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