-23.6%
EXE vs WEC
+8.0%
-31.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +1.5% | -0.5% | +2.1% | +1.6% |
| 30D | -0.2% | +12.0% | -12.2% | -1.6% |
| 3M | -9.2% | +11.1% | -20.3% | -10.6% |
| 6M | -7.2% | +6.0% | -13.2% | -8.2% |
| YTD | -18.3% | +14.3% | -32.6% | -20.9% |
| 1Y | -23.6% | +8.0% | -31.6% | -23.9% |
| All | -23.6% | +8.0% | -31.6% | -23.9% |
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