+9.6%
U vs WEC
+42.4%
-32.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.1% |
| 7D | -3.8% | -0.3% | -3.5% | -3.8% |
| 30D | +17.5% | -1.3% | +18.7% | +17.3% |
| 3M | +38.7% | -3.9% | +42.7% | +38.1% |
| 6M | +104.4% | -8.3% | +112.7% | +103.3% |
| YTD | -5.7% | +3.1% | -8.7% | -6.4% |
| 1Y | +3.7% | +1.9% | +1.7% | +2.9% |
| All | +9.6% | +42.4% | -32.8% | -5.8% |
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 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