+873.0%
TTMI vs WEC
+40.3%
+832.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -4.0% |
| 7D | +7.5% | +0.4% | +7.1% | +7.5% |
| 30D | -4.5% | +0.9% | -5.4% | -4.4% |
| 3M | -28.5% | -5.3% | -23.2% | -28.8% |
| 6M | +28.4% | -6.6% | +34.9% | +27.9% |
| YTD | +80.1% | +3.3% | +76.8% | +79.7% |
| 1Y | +161.0% | +2.1% | +159.0% | +159.9% |
| All | +873.0% | +40.3% | +832.7% | +771.4% |
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