+8,410.9%
TER vs WEC
+4,455.0%
+3,955.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | +0.2% | -15.4% | -15.3% |
| 7D | -28.2% | +3.2% | -31.4% | -29.1% |
| 30D | -50.6% | +14.7% | -65.2% | -53.1% |
| 3M | -45.3% | +10.2% | -55.6% | -47.5% |
| 6M | -40.4% | +4.5% | -44.9% | -41.9% |
| YTD | +10.0% | +15.1% | -5.1% | +3.5% |
| 1Y | +13.6% | +9.4% | +4.2% | +8.7% |
| 3Y | +145.2% | +56.9% | +88.3% | +101.0% |
| 5Y | +50.4% | +54.4% | -4.1% | +22.3% |
| 10Y | +882.9% | +183.5% | +699.4% | +491.5% |
| All | +8,410.9% | +4,455.0% | +3,955.9% | +2,001.7% |
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