+22,650.5%
PH vs WEC
+4,360.7%
+18,289.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.1% | +4.9% | +3.7% |
| 7D | +2.0% | -0.2% | +2.2% | +2.0% |
| 30D | -3.7% | +12.3% | -16.0% | -8.4% |
| 3M | -14.0% | +8.3% | -22.3% | -17.0% |
| 6M | +2.1% | +3.5% | -1.3% | +0.2% |
| YTD | +5.1% | +12.7% | -7.7% | -0.7% |
| 1Y | +10.9% | +8.2% | +2.8% | +6.6% |
| 3Y | +132.9% | +55.9% | +77.1% | +89.5% |
| 5Y | +200.1% | +51.2% | +148.8% | +143.8% |
| 10Y | +783.8% | +177.6% | +606.2% | +426.8% |
| All | +22,650.5% | +4,360.7% | +18,289.8% | +5,029.6% |
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