+298.2%
WBD vs WEC
+959.9%
-661.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -1.8% | -0.3% | -1.5% | -1.7% |
| 30D | +8.8% | -1.3% | +10.1% | +9.3% |
| 3M | +4.6% | -3.9% | +8.6% | +6.2% |
| 6M | +1.1% | -8.3% | +9.4% | +4.5% |
| YTD | -2.0% | +3.1% | -5.0% | -4.0% |
| 1Y | +140.0% | +1.9% | +138.1% | +135.9% |
| 3Y | +144.4% | +41.9% | +102.5% | +104.6% |
| 5Y | -0.2% | +30.8% | -31.0% | -14.6% |
| 10Y | +9.1% | +141.9% | -132.8% | -38.3% |
| All | +298.2% | +959.9% | -661.7% | -23.0% |
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