+7,917.6%
FLEX vs WEC
+2,544.8%
+5,372.9%
-96.4%
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 | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | -10.1% | -1.3% | -8.9% | -9.8% |
| 3M | -31.3% | -3.9% | -27.4% | -30.7% |
| 6M | +71.3% | -8.3% | +79.6% | +75.3% |
| YTD | +81.2% | +3.1% | +78.2% | +77.8% |
| 1Y | +98.5% | +1.9% | +96.6% | +95.1% |
| 3Y | +428.2% | +41.9% | +386.3% | +350.6% |
| 5Y | +657.3% | +30.8% | +626.5% | +556.6% |
| 10Y | +995.9% | +141.9% | +854.0% | +593.1% |
| All | +7,917.6% | +2,544.8% | +5,372.9% | +2,450.5% |
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 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