+3.2%
EXC vs WEC
+7.6%
-4.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.9% |
| 7D | -1.7% | +0.2% | -1.9% | -1.9% |
| 30D | +9.3% | +12.9% | -3.6% | -1.2% |
| 3M | +1.0% | +9.8% | -8.8% | -6.6% |
| 6M | +5.9% | +6.7% | -0.8% | +0.5% |
| YTD | +7.6% | +14.0% | -6.3% | -5.3% |
| All | +3.2% | +7.6% | -4.4% | -1.7% |
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