+213.5%
TER vs WEC
+3.0%
+210.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.2% | +4.5% |
| 7D | +11.0% | +0.8% | +10.1% | +11.2% |
| 30D | -1.9% | +0.3% | -2.2% | -1.7% |
| 3M | -0.7% | -2.9% | +2.3% | -2.9% |
| 6M | +36.4% | -5.9% | +42.3% | +33.3% |
| YTD | +92.4% | +4.1% | +88.3% | +99.1% |
| 1Y | +213.5% | +3.1% | +210.4% | +214.0% |
| All | +213.5% | +3.0% | +210.5% | +214.0% |
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