+139.7%
WEC vs AVAV
+502.7%
-363.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | -0.3% | -2.2% | +2.0% | -0.2% |
| 30D | -1.3% | -13.9% | +12.6% | -0.8% |
| 3M | -3.9% | -29.2% | +25.3% | -2.9% |
| 6M | -8.3% | -36.1% | +27.8% | -7.1% |
| YTD | +3.1% | -40.2% | +43.3% | +4.2% |
| 1Y | +1.9% | -36.2% | +38.1% | +2.4% |
| 3Y | +41.9% | +47.5% | -5.6% | +32.9% |
| 5Y | +30.8% | +39.3% | -8.5% | +21.3% |
| All | +139.7% | +502.7% | -363.0% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling