+9.2%
WEC vs ALHC
-51.4%
+60.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.1% | -7.8% | +1.9% |
| 7D | +6.9% | -0.5% | +7.4% | +6.9% |
| 30D | +16.6% | -4.2% | +20.8% | +16.7% |
| 3M | +9.1% | -39.8% | +48.8% | +11.1% |
| 6M | +3.2% | -57.7% | +60.9% | +5.2% |
| YTD | +14.9% | -58.8% | +73.7% | +16.4% |
| 1Y | +9.2% | -52.4% | +61.6% | +10.2% |
| All | +9.2% | -51.4% | +60.6% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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