+5,387.7%
O vs WEC
+2,474.2%
+2,913.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | -0.7% | -0.3% | -0.5% | -0.6% |
| 30D | -1.9% | -1.3% | -0.6% | -1.3% |
| 3M | +3.8% | -3.9% | +7.8% | +6.0% |
| 6M | -4.7% | -8.3% | +3.6% | -0.5% |
| YTD | +12.5% | +3.1% | +9.4% | +10.6% |
| 1Y | +10.8% | +1.9% | +8.9% | +9.4% |
| 3Y | +28.8% | +41.9% | -13.1% | +6.8% |
| 5Y | +13.2% | +30.8% | -17.6% | -3.1% |
| 10Y | +53.5% | +141.9% | -88.5% | -6.8% |
| All | +5,387.7% | +2,474.2% | +2,913.6% | +1,445.7% |
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