+146.0%
TT vs WEC
+31.0%
+115.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.1% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | -7.2% | -1.3% | -5.9% | -6.8% |
| 3M | -3.0% | -3.9% | +1.0% | -2.0% |
| 6M | +1.4% | -8.3% | +9.7% | +3.9% |
| YTD | +15.9% | +3.1% | +12.8% | +14.4% |
| 1Y | +9.4% | +1.9% | +7.5% | +8.1% |
| 3Y | +124.4% | +41.9% | +82.5% | +94.4% |
| All | +146.0% | +31.0% | +115.1% | +115.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling