+399.5%
TPR vs WEC
+62.7%
+336.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | +6.4% | -0.5% | +6.9% | +6.5% |
| 30D | +13.8% | +12.0% | +1.8% | +12.2% |
| 3M | -16.6% | +11.1% | -27.7% | -17.8% |
| 6M | +0.7% | +6.0% | -5.3% | -0.2% |
| YTD | +5.3% | +14.3% | -8.9% | +3.2% |
| 1Y | +32.4% | +8.0% | +24.4% | +30.9% |
| All | +399.5% | +62.7% | +336.7% | +324.4% |
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