-1.9%
META vs WEC
+9.0%
-10.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -3.9% |
| 7D | -3.1% | +3.2% | -6.3% | -2.0% |
| 30D | -18.1% | +14.7% | -32.8% | -13.9% |
| 3M | +2.9% | +10.2% | -7.4% | +6.6% |
| 6M | +0.2% | +4.5% | -4.3% | +1.4% |
| YTD | -8.1% | +15.1% | -23.2% | -4.6% |
| All | -1.9% | +9.0% | -10.9% | +2.3% |
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