+152.5%
PSX vs WEC
+60.5%
+92.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +2.8% |
| 7D | -8.0% | +0.2% | -8.2% | -8.0% |
| 30D | -9.0% | +12.9% | -22.0% | -10.8% |
| 3M | +24.7% | +9.8% | +14.9% | +22.9% |
| 6M | +49.3% | +6.7% | +42.6% | +47.6% |
| YTD | +100.2% | +14.0% | +86.2% | +95.5% |
| 1Y | +88.8% | +7.3% | +81.5% | +86.3% |
| 3Y | +152.5% | +63.8% | +88.7% | +134.6% |
| All | +152.5% | +60.5% | +92.0% | +134.6% |
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 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