+65.9%
EW vs WEC
+64.2%
+1.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | +4.9% | +2.3% | +2.6% | +4.5% |
| 30D | +23.9% | +11.1% | +12.9% | +22.0% |
| 3M | +15.8% | +8.4% | +7.3% | +14.3% |
| 6M | +31.7% | +7.5% | +24.1% | +30.3% |
| YTD | +25.7% | +15.3% | +10.4% | +22.7% |
| 1Y | +24.4% | +9.7% | +14.7% | +22.5% |
| 3Y | +65.9% | +64.7% | +1.2% | +53.3% |
| All | +65.9% | +64.2% | +1.6% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling