+5,623.1%
FLEX vs WEC
+2,824.6%
+2,798.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +11.7% |
| 7D | -7.2% | +0.2% | -7.4% | -7.4% |
| 30D | -34.8% | +12.9% | -47.7% | -37.8% |
| 3M | -35.6% | +9.8% | -45.4% | -37.9% |
| 6M | -45.0% | +6.7% | -51.8% | -46.7% |
| YTD | +29.4% | +14.0% | +15.4% | +22.0% |
| 1Y | +24.8% | +7.3% | +17.5% | +20.1% |
| 3Y | +304.4% | +63.8% | +240.6% | +226.7% |
| 5Y | +484.1% | +54.8% | +429.3% | +375.4% |
| 10Y | +640.4% | +185.7% | +454.7% | +338.0% |
| All | +5,623.1% | +2,824.6% | +2,798.5% | +1,650.7% |
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