+94.2%
TT vs WEC
+62.7%
+31.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +8.1% | -0.7% | +8.8% | +8.1% |
| 30D | -11.3% | +11.0% | -22.3% | -12.2% |
| 3M | -11.2% | +8.6% | -19.8% | -11.9% |
| 6M | -8.9% | +6.2% | -15.1% | -9.5% |
| YTD | +9.7% | +14.3% | -4.6% | +8.4% |
| 1Y | +1.3% | +8.4% | -7.1% | +0.5% |
| All | +94.2% | +62.7% | +31.5% | +92.2% |
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