+32.8%
NET vs WEC
+1.8%
+31.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -2.4% |
| 7D | -7.0% | -0.3% | -6.7% | -7.2% |
| 30D | -4.8% | -1.3% | -3.5% | -5.4% |
| 3M | +3.8% | -3.9% | +7.8% | +2.2% |
| 6M | +50.0% | -8.3% | +58.4% | +44.5% |
| YTD | +41.5% | +3.1% | +38.4% | +42.7% |
| 1Y | +32.8% | +1.9% | +30.9% | +33.0% |
| All | +32.8% | +1.8% | +31.1% | +33.0% |
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