-0.4%
WEC vs AVTR
+17.0%
-17.4%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.3% | -2.0% | +0.8% | -1.3% |
| 30D | -0.4% | +8.1% | -8.4% | -0.1% |
| 3M | -6.8% | +54.2% | -61.0% | -5.5% |
| 6M | -6.4% | +82.6% | -89.0% | -4.7% |
| YTD | +2.5% | +29.8% | -27.4% | +3.8% |
| 1Y | -0.4% | +18.0% | -18.4% | +2.6% |
| All | -0.4% | +17.0% | -17.4% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling