+26.4%
MAR vs WEC
+0.7%
+25.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.6% |
| 7D | -2.1% | -1.3% | -0.8% | -1.8% |
| 30D | -5.7% | -0.4% | -5.3% | -5.6% |
| 3M | -14.6% | -6.8% | -7.8% | -13.6% |
| 6M | +1.3% | -6.4% | +7.7% | +2.5% |
| YTD | +6.7% | +2.5% | +4.2% | +3.7% |
| 1Y | +26.4% | -0.4% | +26.8% | +26.3% |
| All | +26.4% | +0.7% | +25.8% | +26.3% |
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