+103.0%
PSX vs WEC
+2.5%
+100.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +0.7% |
| 7D | +1.8% | +0.4% | +1.4% | +1.8% |
| 30D | +21.6% | +0.9% | +20.7% | +21.7% |
| 3M | +46.5% | -5.3% | +51.8% | +46.7% |
| 6M | +62.0% | -6.6% | +68.6% | +62.1% |
| YTD | +106.3% | +3.3% | +103.1% | +109.5% |
| 1Y | +103.0% | +2.1% | +100.9% | +106.5% |
| All | +103.0% | +2.5% | +100.5% | +106.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling