+485.4%
P vs WEC
+188.5%
+296.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.4% |
| 7D | +6.5% | -0.3% | +6.8% | +6.6% |
| 30D | +18.8% | -1.3% | +20.1% | +19.0% |
| 3M | +26.7% | -3.9% | +30.7% | +27.0% |
| 6M | +62.2% | -8.3% | +70.5% | +63.1% |
| YTD | +48.5% | +3.1% | +45.4% | +47.7% |
| 1Y | +26.4% | +1.9% | +24.5% | +25.7% |
| 3Y | +159.4% | +41.9% | +117.5% | +144.7% |
| 5Y | +275.8% | +30.8% | +245.0% | +256.1% |
| 10Y | +732.0% | +141.9% | +590.1% | +634.2% |
| All | +485.4% | +188.5% | +296.9% | +385.2% |
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