+63.2%
WEC vs AVAV
+1.8%
+61.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | -0.5% | +9.9% | -10.4% | -0.5% |
| 30D | +12.0% | -5.4% | +17.4% | +12.0% |
| 3M | +11.1% | -36.5% | +47.6% | +11.0% |
| 6M | +6.0% | -25.3% | +31.2% | +6.0% |
| YTD | +14.3% | -48.6% | +62.8% | +14.2% |
| 1Y | +8.0% | -62.1% | +70.1% | +7.8% |
| All | +63.2% | +1.8% | +61.4% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling