+2.7%
EWT vs WEC
+7.7%
-5.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.6% |
| 7D | +9.1% | +2.3% | +6.8% | +10.3% |
| 30D | -12.2% | +11.1% | -23.3% | -7.6% |
| 3M | -9.4% | +8.4% | -17.9% | -6.1% |
| 6M | +2.7% | +7.5% | -4.8% | +5.5% |
| All | +2.7% | +7.7% | -5.1% | +5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling