+54.1%
WEC vs AVAV
+28.1%
+26.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.7% | +1.0% |
| 7D | +2.3% | +4.2% | -1.9% | +2.2% |
| 30D | +11.1% | -2.6% | +13.6% | +11.1% |
| 3M | +8.4% | -38.0% | +46.4% | +9.9% |
| 6M | +7.5% | -27.0% | +34.5% | +8.0% |
| YTD | +15.3% | -51.4% | +66.8% | +16.9% |
| 1Y | +9.7% | -60.2% | +70.0% | +12.2% |
| 3Y | +64.7% | -6.7% | +71.3% | +55.9% |
| All | +54.1% | +28.1% | +26.0% | +39.6% |
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