+157.0%
EWY vs WEC
+64.2%
+92.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.6% |
| 7D | +4.2% | +2.3% | +1.9% | +4.6% |
| 30D | -10.7% | +11.1% | -21.7% | -9.4% |
| 3M | -20.1% | +8.4% | -28.5% | -19.1% |
| 6M | -24.3% | +7.5% | -31.8% | -23.7% |
| YTD | +46.9% | +15.3% | +31.5% | +47.8% |
| 1Y | +55.2% | +9.7% | +45.5% | +56.5% |
| 3Y | +157.0% | +64.7% | +92.3% | +141.1% |
| All | +157.0% | +64.2% | +92.7% | +141.1% |
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