+180.9%
P vs WEC
+62.9%
+118.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.9% |
| 7D | -13.3% | +1.4% | -14.7% | -12.7% |
| 30D | -34.0% | +12.8% | -46.8% | -30.2% |
| 3M | +4.1% | +11.2% | -7.1% | +9.3% |
| 6M | +30.5% | +6.6% | +23.9% | +34.7% |
| YTD | +52.2% | +13.8% | +38.4% | +62.2% |
| 1Y | +10.3% | +7.6% | +2.6% | +14.8% |
| 3Y | +180.9% | +62.2% | +118.7% | +245.3% |
| All | +180.9% | +62.9% | +118.0% | +245.3% |
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 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