+71.1%
FITB vs WEC
+34.9%
+36.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.7% | -1.0% |
| 7D | +2.8% | +0.8% | +2.0% | +2.5% |
| 30D | -4.5% | +0.3% | -4.9% | -4.6% |
| 3M | +5.7% | -2.9% | +8.6% | +6.6% |
| 6M | +17.1% | -5.9% | +23.0% | +19.3% |
| YTD | +18.3% | +4.1% | +14.2% | +16.3% |
| 1Y | +23.9% | +3.1% | +20.8% | +22.0% |
| 3Y | +131.1% | +40.8% | +90.3% | +102.3% |
| 5Y | +71.1% | +31.7% | +39.4% | +43.5% |
| All | +71.1% | +34.9% | +36.2% | +43.5% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling