+52.0%
ON vs WEC
+8.0%
+44.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.4% | +5.4% | +5.9% |
| 7D | +3.3% | -0.5% | +3.9% | +3.0% |
| 30D | -3.1% | +12.0% | -15.1% | +1.3% |
| 3M | -9.2% | +11.1% | -20.3% | -5.3% |
| 6M | -31.4% | +6.0% | -37.3% | -30.9% |
| YTD | +36.0% | +14.3% | +21.7% | +40.9% |
| 1Y | +52.0% | +8.0% | +44.0% | +54.3% |
| All | +52.0% | +8.0% | +44.0% | +54.3% |
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