+15.2%
WEC vs BIYA
-99.9%
+115.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.1% |
| 7D | +1.4% | -4.1% | +5.5% | +1.4% |
| 30D | +12.8% | -35.5% | +48.3% | +12.6% |
| 3M | +11.2% | -56.3% | +67.5% | +11.0% |
| 6M | +6.6% | -88.7% | +95.3% | +6.9% |
| YTD | +13.8% | -97.0% | +110.8% | +14.2% |
| 1Y | +7.6% | -98.7% | +106.3% | +7.8% |
| All | +15.2% | -99.9% | +115.1% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling