+14,183.4%
TER vs WEC
+3,978.4%
+10,205.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.7% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | -8.3% | -1.3% | -7.0% | -7.8% |
| 3M | -12.2% | -3.9% | -8.3% | -11.5% |
| 6M | +17.1% | -8.3% | +25.4% | +20.1% |
| YTD | +84.7% | +3.1% | +81.6% | +81.5% |
| 1Y | +199.9% | +1.9% | +198.0% | +194.8% |
| 3Y | +232.8% | +41.9% | +190.8% | +183.2% |
| 5Y | +198.6% | +30.8% | +167.8% | +159.0% |
| 10Y | +1,669.7% | +141.9% | +1,527.8% | +1,035.3% |
| All | +14,183.4% | +3,978.4% | +10,205.0% | +3,586.3% |
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