+31.4%
ELV vs WEC
+1.4%
+30.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -1.0% |
| 7D | -2.2% | +0.4% | -2.6% | -2.3% |
| 30D | -0.2% | +0.9% | -1.1% | -0.4% |
| 3M | -6.1% | -5.3% | -0.8% | -4.6% |
| 6M | +42.8% | -6.6% | +49.4% | +45.5% |
| YTD | +14.4% | +3.3% | +11.1% | +12.4% |
| All | +31.4% | +1.4% | +30.0% | +35.8% |
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