-56.6%
FIG vs WEC
+0.7%
-57.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | 0.0% |
| 7D | -12.2% | -1.3% | -10.9% | -13.0% |
| 30D | -11.0% | -0.4% | -10.6% | -11.1% |
| 3M | +11.9% | -6.8% | +18.7% | +7.2% |
| 6M | -21.9% | -6.4% | -15.5% | -23.2% |
| YTD | -40.8% | +2.5% | -43.2% | -37.6% |
| 1Y | -56.6% | -0.4% | -56.2% | -52.8% |
| All | -56.6% | +0.7% | -57.3% | -52.8% |
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