+284.1%
GE vs WEC
+42.4%
+241.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | -1.6% | -0.3% | -1.3% | -1.6% |
| 30D | -11.6% | -1.3% | -10.3% | -11.4% |
| 3M | +3.0% | -3.9% | +6.9% | +3.5% |
| 6M | -0.5% | -8.3% | +7.8% | +0.5% |
| YTD | +9.7% | +3.1% | +6.7% | +9.2% |
| 1Y | +20.0% | +1.9% | +18.1% | +19.5% |
| All | +284.1% | +42.4% | +241.6% | +282.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling