+19.2%
ETR vs WEC
+9.7%
+9.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.4% | +0.7% |
| 7D | +3.7% | +6.9% | -3.2% | -2.0% |
| 30D | +11.0% | +16.6% | -5.6% | -3.0% |
| 3M | +3.4% | +9.1% | -5.6% | -4.2% |
| 6M | -3.3% | +3.2% | -6.5% | -5.8% |
| YTD | +23.3% | +14.9% | +8.4% | +9.6% |
| 1Y | +19.2% | +9.2% | +10.0% | +11.0% |
| All | +19.2% | +9.7% | +9.5% | +11.0% |
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