+35,474.8%
LOW vs WEC
+3,978.4%
+31,496.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.6% |
| 7D | -1.7% | -0.3% | -1.5% | -1.6% |
| 30D | -7.0% | -1.3% | -5.8% | -6.6% |
| 3M | -0.9% | -3.9% | +3.1% | +0.7% |
| 6M | -20.1% | -8.3% | -11.8% | -17.2% |
| YTD | -13.9% | +3.1% | -17.0% | -15.2% |
| 1Y | -21.1% | +1.9% | -23.1% | -22.1% |
| 3Y | -6.6% | +41.9% | -48.5% | -20.7% |
| 5Y | +9.4% | +30.8% | -21.4% | -4.9% |
| 10Y | +220.5% | +141.9% | +78.6% | +104.2% |
| All | +35,474.8% | +3,978.4% | +31,496.4% | +5,600.6% |
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