+615.0%
F vs WEC
+3,978.4%
-3,363.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +5.3% | -0.3% | +5.6% | +5.4% |
| 30D | +4.6% | -1.3% | +5.9% | +5.0% |
| 3M | -3.7% | -3.9% | +0.3% | -2.6% |
| 6M | +16.8% | -8.3% | +25.1% | +20.1% |
| YTD | +15.3% | +3.1% | +12.2% | +13.3% |
| 1Y | +31.0% | +1.9% | +29.1% | +29.1% |
| 3Y | +45.4% | +41.9% | +3.5% | +25.3% |
| 5Y | +54.7% | +30.8% | +23.9% | +36.3% |
| 10Y | +98.2% | +141.9% | -43.7% | +30.6% |
| All | +615.0% | +3,978.4% | -3,363.4% | +72.9% |
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 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