+55.2%
EWT vs WEC
+9.7%
+45.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.6% | -0.4% |
| 7D | -10.9% | +6.9% | -17.8% | -8.8% |
| 30D | -17.7% | +16.6% | -34.3% | -14.0% |
| 3M | -5.0% | +9.1% | -14.1% | -2.4% |
| 6M | +7.4% | +3.2% | +4.2% | +9.0% |
| YTD | +52.8% | +14.9% | +37.9% | +57.0% |
| 1Y | +55.2% | +9.2% | +46.0% | +59.4% |
| All | +55.2% | +9.7% | +45.5% | +59.4% |
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