+39.9%
ELV vs WEC
+9.7%
+30.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +4.2% |
| 7D | +4.8% | +6.9% | -2.1% | +2.8% |
| 30D | +10.1% | +16.6% | -6.5% | +5.8% |
| 3M | +15.4% | +9.1% | +6.3% | +12.5% |
| 6M | +17.7% | +3.2% | +14.5% | +16.8% |
| YTD | +25.7% | +14.9% | +10.8% | +19.9% |
| 1Y | +39.9% | +9.2% | +30.7% | +41.1% |
| All | +39.9% | +9.7% | +30.2% | +41.1% |
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