+99.5%
U vs WEC
+53.8%
+45.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.6% | +5.1% |
| 7D | +36.6% | -0.2% | +36.8% | +36.5% |
| 30D | +13.3% | +12.3% | +1.0% | +15.9% |
| 3M | +26.2% | +8.3% | +17.9% | +28.4% |
| 6M | +88.7% | +3.5% | +85.3% | +90.9% |
| YTD | +16.6% | +12.7% | +3.9% | +18.3% |
| 1Y | +29.0% | +8.2% | +20.8% | +31.0% |
| 3Y | +99.5% | +55.9% | +43.6% | +75.9% |
| All | +99.5% | +53.8% | +45.7% | +75.9% |
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 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