+61,756.5%
SU vs WEC
+4,021.5%
+57,735.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.2% |
| 7D | -1.0% | +0.8% | -1.8% | -1.4% |
| 30D | +13.7% | +0.3% | +13.3% | +13.3% |
| 3M | +8.0% | -2.9% | +11.0% | +9.5% |
| 6M | +21.0% | -5.9% | +26.9% | +24.4% |
| YTD | +56.2% | +4.1% | +52.1% | +51.6% |
| 1Y | +72.2% | +3.1% | +69.1% | +67.6% |
| 3Y | +118.1% | +40.8% | +77.3% | +73.2% |
| 5Y | +350.3% | +31.7% | +318.6% | +261.6% |
| 10Y | +248.5% | +141.1% | +107.4% | +61.2% |
| All | +61,756.5% | +4,021.5% | +57,735.0% | +1,122.7% |
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 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