+113.2%
WDC vs WEC
+9.7%
+103.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.3% | -9.1% | -5.2% |
| 7D | -18.3% | +6.9% | -25.2% | -14.7% |
| 30D | -26.7% | +16.6% | -43.3% | -19.6% |
| 3M | -40.9% | +9.1% | -50.0% | -37.1% |
| 6M | -26.8% | +3.2% | -29.9% | -23.8% |
| YTD | +88.2% | +14.9% | +73.3% | +96.2% |
| 1Y | +113.2% | +9.2% | +104.0% | +124.7% |
| All | +113.2% | +9.7% | +103.5% | +124.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling