+35.1%
ELV vs WEC
+1.8%
+33.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.6% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | +4.2% | -1.3% | +5.4% | +4.4% |
| 3M | -0.1% | -3.9% | +3.9% | +1.1% |
| 6M | +41.3% | -8.3% | +49.6% | +44.8% |
| YTD | +17.4% | +3.1% | +14.4% | +15.8% |
| 1Y | +35.1% | +1.9% | +33.1% | +41.3% |
| All | +35.1% | +1.8% | +33.3% | +41.3% |
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 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