+2,451.3%
EXC vs WEC
+4,360.7%
-1,909.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -0.5% |
| 7D | -1.2% | -0.2% | -1.0% | -1.0% |
| 30D | +10.0% | +12.3% | -2.3% | +1.2% |
| 3M | +1.6% | +8.3% | -6.6% | -4.0% |
| 6M | +3.3% | +3.5% | -0.2% | +0.8% |
| YTD | +7.6% | +12.7% | -5.2% | -1.4% |
| 1Y | +3.5% | +8.2% | -4.7% | -2.2% |
| 3Y | +27.7% | +55.9% | -28.2% | -7.1% |
| 5Y | +41.1% | +51.2% | -10.1% | +4.7% |
| 10Y | +178.2% | +177.6% | +0.6% | +32.8% |
| All | +2,451.3% | +4,360.7% | -1,909.4% | +122.1% |
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 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