+3,207.6%
MAR vs WEC
+2,053.6%
+1,153.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +2.9% | +1.4% | +1.5% | +2.3% |
| 30D | +17.0% | +12.8% | +4.3% | +12.1% |
| 3M | +23.2% | +11.2% | +11.9% | +18.5% |
| 6M | +21.7% | +6.6% | +15.1% | +18.6% |
| YTD | +38.9% | +13.8% | +25.0% | +32.0% |
| 1Y | +48.7% | +7.6% | +41.0% | +44.1% |
| 3Y | +122.9% | +62.2% | +60.7% | +84.2% |
| 5Y | +177.5% | +52.0% | +125.5% | +131.0% |
| 10Y | +537.5% | +189.4% | +348.2% | +262.1% |
| All | +3,207.6% | +2,053.6% | +1,153.9% | +619.4% |
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