+2,362.8%
WEC vs A
+457.0%
+1,905.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -0.3% | -1.9% | +1.7% | -0.1% |
| 30D | -1.3% | +6.9% | -8.2% | -2.0% |
| 3M | -3.9% | +9.2% | -13.2% | -4.8% |
| 6M | -8.3% | +25.7% | -34.0% | -10.6% |
| YTD | +3.1% | +11.5% | -8.5% | +1.5% |
| 1Y | +1.9% | +18.4% | -16.4% | -0.3% |
| 3Y | +41.9% | +26.6% | +15.3% | +36.9% |
| 5Y | +30.8% | -12.8% | +43.6% | +29.9% |
| 10Y | +141.9% | +247.2% | -105.3% | +111.5% |
| All | +2,362.8% | +457.0% | +1,905.7% | +1,820.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling