+2,620.1%
WEC vs A
+557.8%
+2,062.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | +1.4% | +1.4% | 0.0% | +1.3% |
| 30D | +12.8% | +4.3% | +8.5% | +12.3% |
| 3M | +11.2% | +19.8% | -8.6% | +9.2% |
| 6M | +6.6% | +54.4% | -47.8% | +1.9% |
| YTD | +13.8% | +31.7% | -17.9% | +10.3% |
| 1Y | +7.6% | +22.4% | -14.8% | +5.0% |
| 3Y | +62.2% | +67.7% | -5.5% | +52.2% |
| 5Y | +52.0% | +15.7% | +36.2% | +46.8% |
| 10Y | +189.4% | +308.7% | -119.3% | +148.9% |
| All | +2,620.1% | +557.8% | +2,062.3% | +1,986.3% |
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