+5,241.4%
O vs WEC
+2,715.4%
+2,525.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | +0.3% |
| 7D | +3.7% | -0.2% | +3.9% | +3.8% |
| 30D | +11.2% | +12.3% | -1.1% | +4.7% |
| 3M | -4.0% | +8.3% | -12.2% | -8.0% |
| 6M | -5.2% | +3.5% | -8.7% | -7.0% |
| YTD | +9.5% | +12.7% | -3.2% | +2.7% |
| 1Y | +10.6% | +8.2% | +2.4% | +5.9% |
| 3Y | +38.1% | +55.9% | -17.8% | +9.1% |
| 5Y | +10.2% | +51.2% | -41.0% | -12.5% |
| 10Y | +71.4% | +177.6% | -106.2% | -3.1% |
| All | +5,241.4% | +2,715.4% | +2,525.9% | +1,335.4% |
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