+137.1%
PSX vs WEC
+42.4%
+94.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +4.5% | -0.3% | +4.8% | +4.6% |
| 30D | +26.6% | -1.3% | +27.9% | +26.8% |
| 3M | +39.3% | -3.9% | +43.2% | +40.0% |
| 6M | +56.8% | -8.3% | +65.1% | +58.7% |
| YTD | +101.8% | +3.1% | +98.8% | +100.3% |
| 1Y | +99.6% | +1.9% | +97.7% | +98.0% |
| All | +137.1% | +42.4% | +94.7% | +121.1% |
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