+3,309.9%
V vs WEC
+880.9%
+2,429.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +2.9% | +3.2% | -0.3% | +1.6% |
| 30D | +14.0% | +14.7% | -0.6% | +7.6% |
| 3M | +14.9% | +10.2% | +4.6% | +10.1% |
| 6M | +31.7% | +4.5% | +27.3% | +29.0% |
| YTD | +21.2% | +15.1% | +6.1% | +13.4% |
| 1Y | +25.3% | +9.4% | +15.9% | +19.7% |
| 3Y | +77.5% | +56.9% | +20.6% | +43.7% |
| 5Y | +102.6% | +54.4% | +48.1% | +62.0% |
| 10Y | +464.3% | +183.5% | +280.8% | +218.8% |
| All | +3,309.9% | +880.9% | +2,429.0% | +705.2% |
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