+147.7%
P vs WEC
+42.1%
+105.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.1% |
| 7D | +6.5% | -0.3% | +6.8% | +6.4% |
| 30D | +18.8% | -1.3% | +20.1% | +18.3% |
| 3M | +26.7% | -3.9% | +30.7% | +25.0% |
| 6M | +62.2% | -8.3% | +70.5% | +57.3% |
| YTD | +48.5% | +3.1% | +45.4% | +50.7% |
| 1Y | +26.4% | +1.9% | +24.5% | +27.9% |
| All | +147.7% | +42.1% | +105.7% | +175.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling