+627.7%
GEV vs WEC
+46.3%
+581.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -2.3% |
| 7D | +3.2% | +0.4% | +2.8% | +3.3% |
| 30D | -4.0% | +0.9% | -4.9% | -3.7% |
| 3M | +3.4% | -5.3% | +8.7% | +1.9% |
| 6M | +14.7% | -6.6% | +21.3% | +12.6% |
| YTD | +45.8% | +3.3% | +42.5% | +47.6% |
| 1Y | +57.4% | +2.1% | +55.3% | +59.2% |
| All | +627.7% | +46.3% | +581.3% | +717.2% |
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