+57.4%
MAR vs WEC
+9.7%
+47.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +1.6% |
| 7D | +7.7% | +6.9% | +0.8% | +6.5% |
| 30D | +19.4% | +16.6% | +2.8% | +16.1% |
| 3M | +23.3% | +9.1% | +14.3% | +21.4% |
| 6M | +22.8% | +3.2% | +19.7% | +22.3% |
| YTD | +37.8% | +14.9% | +22.9% | +28.2% |
| 1Y | +57.4% | +9.2% | +48.2% | +52.2% |
| All | +57.4% | +9.7% | +47.7% | +52.2% |
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