+32.3%
WEC vs BB
-24.3%
+56.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.2% | +1.0% |
| 7D | +0.8% | +0.5% | +0.3% | +0.8% |
| 30D | +0.3% | -12.4% | +12.7% | +0.5% |
| 3M | -2.9% | -15.3% | +12.4% | -2.9% |
| 6M | -5.9% | +128.8% | -134.7% | -7.9% |
| YTD | +4.1% | +107.7% | -103.5% | +2.2% |
| 1Y | +3.1% | +103.9% | -100.8% | +1.1% |
| 3Y | +40.8% | +72.6% | -31.8% | +37.0% |
| All | +32.3% | -24.3% | +56.6% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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