+73.2%
PR vs WEC
+53.8%
+19.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +1.9% |
| 7D | -16.4% | -0.2% | -16.2% | -16.4% |
| 30D | -1.9% | +12.3% | -14.2% | -2.2% |
| 3M | +8.0% | +8.3% | -0.3% | +7.7% |
| 6M | +4.1% | +3.5% | +0.6% | +4.1% |
| YTD | +58.7% | +12.7% | +46.0% | +58.3% |
| 1Y | +75.8% | +8.2% | +67.7% | +75.4% |
| 3Y | +73.2% | +55.9% | +17.3% | +64.3% |
| All | +73.2% | +53.8% | +19.3% | +64.3% |
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