-55.8%
FIG vs WEC
+1.8%
-57.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.6% | -4.9% |
| 7D | -16.3% | -0.3% | -16.0% | -16.5% |
| 30D | -14.3% | -1.3% | -13.0% | -15.0% |
| 3M | +7.2% | -3.9% | +11.1% | +5.7% |
| 6M | -18.6% | -8.3% | -10.3% | -21.5% |
| YTD | -35.5% | +3.1% | -38.5% | -31.7% |
| 1Y | -55.8% | +1.9% | -57.7% | -52.0% |
| All | -55.8% | +1.8% | -57.5% | -52.0% |
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