+3.1%
WEC vs ALHC
-14.5%
+17.6%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.1% |
| 7D | +0.8% | -1.0% | +1.8% | +0.9% |
| 30D | +0.3% | -6.3% | +6.7% | +0.6% |
| 3M | -2.9% | -12.3% | +9.4% | -3.3% |
| 6M | -5.9% | -27.0% | +21.1% | -5.6% |
| YTD | +4.1% | -31.8% | +36.0% | +3.7% |
| 1Y | +3.1% | -17.0% | +20.1% | +1.2% |
| All | +3.1% | -14.5% | +17.6% | +1.2% |
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