+64.6%
MAR vs WEC
+42.2%
+22.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.4% |
| 7D | -1.7% | +0.8% | -2.5% | -1.8% |
| 30D | -6.9% | +0.3% | -7.2% | -7.0% |
| 3M | -15.8% | -2.9% | -12.9% | -15.6% |
| 6M | +1.9% | -5.9% | +7.9% | +2.6% |
| YTD | +6.6% | +4.1% | +2.5% | +5.8% |
| 1Y | +23.7% | +3.1% | +20.5% | +23.0% |
| 3Y | +64.6% | +40.8% | +23.8% | +60.6% |
| All | +64.6% | +42.2% | +22.4% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling