+132.0%
GLW vs WEC
+3.0%
+129.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.1% | +6.5% | +7.4% |
| 7D | +14.0% | +0.8% | +13.2% | +13.9% |
| 30D | +0.4% | +0.3% | 0.0% | +0.4% |
| 3M | -11.3% | -2.9% | -8.4% | -11.7% |
| 6M | +35.1% | -5.9% | +41.0% | +35.5% |
| YTD | +90.5% | +4.1% | +86.4% | +91.0% |
| 1Y | +132.0% | +3.1% | +128.9% | +126.2% |
| All | +132.0% | +3.0% | +129.0% | +126.2% |
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 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