+26.1%
EXPE vs WEC
+2.5%
+23.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.9% |
| 7D | -11.5% | +0.4% | -11.9% | -11.4% |
| 30D | -13.1% | +0.9% | -14.0% | -12.7% |
| 3M | +18.1% | -5.3% | +23.5% | +16.7% |
| 6M | +13.3% | -6.6% | +19.8% | +11.2% |
| YTD | -3.2% | +3.3% | -6.5% | -5.3% |
| 1Y | +26.1% | +2.1% | +24.1% | +25.9% |
| All | +26.1% | +2.5% | +23.6% | +25.9% |
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