+2,340.5%
EXC vs WEC
+3,978.4%
-1,637.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | +0.3% | -0.3% | +0.5% | +0.5% |
| 30D | -3.7% | -1.3% | -2.4% | -2.8% |
| 3M | -1.3% | -3.9% | +2.6% | +1.6% |
| 6M | -9.7% | -8.3% | -1.4% | -4.0% |
| YTD | +2.9% | +3.1% | -0.2% | +0.6% |
| 1Y | +4.4% | +1.9% | +2.5% | +2.9% |
| 3Y | +22.2% | +41.9% | -19.7% | -4.9% |
| 5Y | +46.7% | +30.8% | +15.9% | +20.5% |
| 10Y | +155.3% | +141.9% | +13.4% | +34.4% |
| All | +2,340.5% | +3,978.4% | -1,637.9% | +126.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling