+1,867.3%
WEC vs AU
+783.5%
+1,083.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.1% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | +0.3% | +12.8% | -12.4% | -0.6% |
| 3M | -2.9% | +28.5% | -31.4% | -4.8% |
| 6M | -5.9% | +4.8% | -10.7% | -6.8% |
| YTD | +4.1% | +31.0% | -26.8% | +1.4% |
| 1Y | +3.1% | +81.4% | -78.3% | -2.1% |
| 3Y | +40.8% | +618.4% | -577.7% | +20.3% |
| 5Y | +31.7% | +686.3% | -654.6% | +10.7% |
| 10Y | +141.1% | +664.5% | -523.4% | +96.7% |
| All | +1,867.3% | +783.5% | +1,083.8% | +1,452.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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