-2.4%
GLD vs WEC
+7.4%
-9.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | +2.8% | +1.4% | +1.4% | +2.8% |
| 30D | -4.0% | +12.8% | -16.7% | -3.9% |
| 3M | -8.2% | +11.2% | -19.5% | -8.5% |
| 6M | -14.8% | +6.6% | -21.5% | -15.3% |
| YTD | -6.8% | +13.8% | -20.6% | -8.1% |
| 1Y | -2.4% | +7.6% | -10.0% | -4.4% |
| All | -2.4% | +7.4% | -9.8% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling