+33.5%
ELV vs WEC
+9.5%
+24.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.3% |
| 7D | +1.0% | +2.3% | -1.4% | +0.3% |
| 30D | +0.4% | +11.1% | -10.7% | -2.4% |
| 3M | +8.4% | +8.4% | -0.1% | +5.9% |
| 6M | +8.4% | +7.5% | +0.9% | +6.6% |
| YTD | +24.4% | +15.3% | +9.0% | +19.2% |
| 1Y | +33.5% | +9.7% | +23.8% | +33.8% |
| All | +33.5% | +9.5% | +24.0% | +33.8% |
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