+33.6%
TER vs WEC
+7.4%
+26.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.3% |
| 7D | -8.9% | +1.4% | -10.3% | -8.2% |
| 30D | -39.1% | +12.8% | -51.8% | -36.2% |
| 3M | -32.8% | +11.2% | -44.0% | -29.6% |
| 6M | -31.7% | +6.6% | -38.3% | -31.2% |
| YTD | +26.9% | +13.8% | +13.1% | +28.2% |
| 1Y | +33.6% | +7.6% | +25.9% | +32.0% |
| All | +33.6% | +7.4% | +26.1% | +32.0% |
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