+257.9%
SPOT vs WEC
+64.2%
+193.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +2.4% |
| 7D | +1.6% | +2.3% | -0.7% | +1.6% |
| 30D | +16.9% | +11.1% | +5.9% | +17.2% |
| 3M | +23.0% | +8.4% | +14.5% | +23.0% |
| 6M | +42.2% | +7.5% | +34.7% | +42.4% |
| YTD | +5.5% | +15.3% | -9.8% | +6.9% |
| 1Y | -5.1% | +9.7% | -14.8% | -4.3% |
| 3Y | +257.9% | +64.7% | +193.2% | +298.7% |
| All | +257.9% | +64.2% | +193.7% | +298.7% |
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