+386.0%
WDC vs WEC
+0.7%
+385.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.7% | -4.8% |
| 7D | +4.4% | -1.3% | +5.7% | +3.7% |
| 30D | +5.3% | -0.4% | +5.7% | +5.4% |
| 3M | -5.9% | -6.8% | +0.9% | -10.1% |
| 6M | +73.2% | -6.4% | +79.6% | +66.9% |
| YTD | +167.8% | +2.5% | +165.4% | +174.6% |
| 1Y | +386.0% | -0.4% | +386.4% | +388.5% |
| All | +386.0% | +0.7% | +385.3% | +388.5% |
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