-2.2%
TT vs WEC
+7.4%
-9.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.8% | +1.4% | -0.6% | +0.7% |
| 30D | -11.8% | +12.8% | -24.6% | -13.7% |
| 3M | -11.6% | +11.2% | -22.8% | -13.3% |
| 6M | -9.3% | +6.6% | -15.9% | -10.8% |
| YTD | +8.9% | +13.8% | -4.9% | +3.6% |
| 1Y | -2.2% | +7.6% | -9.9% | -3.4% |
| All | -2.2% | +7.4% | -9.7% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling