+264.0%
SPOT vs WEC
+123.7%
+140.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.4% | -3.1% |
| 7D | -0.9% | -0.3% | -0.7% | -0.9% |
| 30D | +12.5% | -1.3% | +13.8% | +12.5% |
| 3M | +9.9% | -3.9% | +13.8% | +10.1% |
| 6M | +1.6% | -8.3% | +9.9% | +1.9% |
| YTD | -6.6% | +3.1% | -9.7% | -6.7% |
| 1Y | -22.9% | +1.9% | -24.9% | -23.0% |
| 3Y | +244.3% | +41.9% | +202.4% | +237.3% |
| 5Y | +117.8% | +30.8% | +87.0% | +114.4% |
| All | +264.0% | +123.7% | +140.3% | +277.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling