+23,612.3%
PH vs WEC
+4,410.0%
+19,202.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.8% |
| 7D | +3.0% | +0.2% | +2.8% | +2.9% |
| 30D | -0.6% | +12.9% | -13.5% | -5.6% |
| 3M | -10.7% | +9.8% | -20.5% | -14.3% |
| 6M | +9.1% | +6.7% | +2.3% | +5.7% |
| YTD | +9.5% | +14.0% | -4.5% | +3.1% |
| 1Y | +14.0% | +7.3% | +6.7% | +10.0% |
| 3Y | +138.9% | +63.8% | +75.1% | +90.4% |
| 5Y | +209.1% | +54.8% | +154.4% | +148.9% |
| 10Y | +737.3% | +185.7% | +551.6% | +393.6% |
| All | +23,612.3% | +4,410.0% | +19,202.3% | +5,223.9% |
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