+26.2%
MAR vs WEC
+1.8%
+24.5%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | -4.2% | -0.3% | -3.9% | -4.1% |
| 30D | -6.7% | -1.3% | -5.4% | -6.5% |
| 3M | -12.5% | -3.9% | -8.6% | -12.2% |
| 6M | +0.6% | -8.3% | +8.9% | +2.4% |
| YTD | +9.1% | +3.1% | +6.1% | +6.3% |
| 1Y | +26.2% | +1.9% | +24.3% | +27.2% |
| All | +26.2% | +1.8% | +24.5% | +27.2% |
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