+13,847.2%
TT vs WEC
+4,455.0%
+9,392.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | -9.0% | +3.2% | -12.2% | -10.3% |
| 30D | -17.6% | +14.7% | -32.3% | -22.6% |
| 3M | -18.7% | +10.2% | -28.9% | -22.3% |
| 6M | -17.4% | +4.5% | -21.9% | -19.5% |
| YTD | +1.5% | +15.1% | -13.6% | -5.2% |
| 1Y | -9.4% | +9.4% | -18.8% | -13.6% |
| 3Y | +85.1% | +56.9% | +28.2% | +47.7% |
| 5Y | +125.7% | +54.4% | +71.3% | +79.6% |
| 10Y | +757.3% | +183.5% | +573.8% | +389.5% |
| All | +13,847.2% | +4,455.0% | +9,392.2% | +2,432.8% |
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