+33.6%
WEC vs AVAV
+39.7%
-6.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.7% |
| 7D | -0.3% | -2.2% | +2.0% | -0.2% |
| 30D | -1.3% | -13.9% | +12.6% | -0.9% |
| 3M | -3.9% | -29.2% | +25.3% | -3.0% |
| 6M | -8.3% | -36.1% | +27.8% | -7.3% |
| YTD | +3.1% | -40.2% | +43.3% | +4.0% |
| 1Y | +1.9% | -36.2% | +38.1% | +2.2% |
| 3Y | +41.9% | +47.5% | -5.6% | +30.5% |
| All | +33.6% | +39.7% | -6.1% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling