+199.8%
TER vs WEC
+1.8%
+198.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.7% | +6.2% | +5.2% |
| 7D | +0.6% | -0.3% | +0.8% | +0.5% |
| 30D | -8.3% | -1.3% | -7.0% | -8.7% |
| 3M | -12.2% | -3.9% | -8.3% | -14.5% |
| 6M | +17.0% | -8.3% | +25.3% | +13.1% |
| YTD | +84.6% | +3.1% | +81.5% | +90.2% |
| 1Y | +199.8% | +1.9% | +197.9% | +198.0% |
| All | +199.8% | +1.8% | +198.1% | +198.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling