+24.3%
P vs WEC
+8.3%
+15.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +17.8% | -0.7% | +18.5% | +17.4% |
| 30D | -29.9% | +11.0% | -40.8% | -26.9% |
| 3M | -1.2% | +8.6% | -9.8% | +2.1% |
| 6M | +32.1% | +6.2% | +26.0% | +34.6% |
| YTD | +64.3% | +14.3% | +50.0% | +70.1% |
| 1Y | +24.3% | +8.4% | +15.9% | +32.1% |
| All | +24.3% | +8.3% | +15.9% | +32.1% |
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