+8,630.0%
TER vs WEC
+4,360.7%
+4,269.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.6% | +3.3% |
| 7D | -20.5% | -0.2% | -20.3% | -20.5% |
| 30D | -47.0% | +12.3% | -59.3% | -49.4% |
| 3M | -43.3% | +8.3% | -51.5% | -45.1% |
| 6M | -42.9% | +3.5% | -46.4% | -44.2% |
| YTD | +12.9% | +12.7% | +0.2% | +6.9% |
| 1Y | +18.2% | +8.2% | +10.0% | +13.4% |
| 3Y | +151.8% | +55.9% | +95.9% | +106.7% |
| 5Y | +54.2% | +51.2% | +3.0% | +26.3% |
| 10Y | +908.2% | +177.6% | +730.6% | +510.9% |
| All | +8,630.0% | +4,360.7% | +4,269.3% | +2,070.7% |
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