+1,985.6%
WEC vs BB
+258.8%
+1,726.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.3% | -5.6% | +5.4% | -0.1% |
| 30D | -1.3% | -11.8% | +10.5% | -1.0% |
| 3M | -3.9% | -25.5% | +21.6% | -3.4% |
| 6M | -8.3% | +121.3% | -129.6% | -10.4% |
| YTD | +3.1% | +103.2% | -100.1% | +0.9% |
| 1Y | +1.9% | +102.6% | -100.7% | -0.3% |
| 3Y | +41.9% | +37.5% | +4.4% | +38.9% |
| 5Y | +30.8% | -30.4% | +61.2% | +29.2% |
| 10Y | +141.9% | 0.0% | +141.9% | +130.3% |
| All | +1,985.6% | +258.8% | +1,726.7% | +1,982.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling