+9.7%
WEC vs A
+17.3%
-7.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +2.3% | -0.5% | +2.8% | +2.3% |
| 30D | +11.1% | 0.0% | +11.1% | +11.0% |
| 3M | +8.4% | +16.7% | -8.3% | +8.9% |
| 6M | +7.5% | +54.8% | -47.3% | +8.5% |
| YTD | +15.3% | +28.8% | -13.5% | +15.6% |
| 1Y | +9.7% | +19.3% | -9.6% | +10.8% |
| All | +9.7% | +17.3% | -7.5% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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