+857.3%
WEC vs AVAV
+308.3%
+549.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.8% | +10.0% | +0.8% |
| 7D | +3.2% | -24.3% | +27.5% | +4.9% |
| 30D | +14.7% | -28.9% | +43.5% | +16.9% |
| 3M | +10.2% | -39.3% | +49.5% | +13.3% |
| 6M | +4.5% | -38.8% | +43.2% | +6.6% |
| YTD | +15.1% | -57.8% | +72.9% | +19.2% |
| 1Y | +9.4% | -70.9% | +80.3% | +16.0% |
| 3Y | +56.9% | -14.8% | +71.7% | +50.3% |
| 5Y | +54.4% | +7.3% | +47.1% | +42.6% |
| 10Y | +183.5% | +325.3% | -141.8% | +120.6% |
| All | +857.3% | +308.3% | +549.0% | +581.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling