+262.0%
TER vs WEC
+42.4%
+219.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.4% |
| 7D | +0.6% | -0.3% | +0.9% | +0.6% |
| 30D | -8.3% | -1.3% | -7.0% | -8.5% |
| 3M | -12.2% | -3.9% | -8.3% | -13.0% |
| 6M | +17.1% | -8.3% | +25.4% | +15.2% |
| YTD | +84.7% | +3.1% | +81.6% | +85.5% |
| 1Y | +199.9% | +1.9% | +198.0% | +199.9% |
| All | +262.0% | +42.4% | +219.6% | +280.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling