+714.2%
WEC vs BR
+1,286.0%
-571.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.5% | +1.7% |
| 7D | +0.8% | -5.9% | +6.8% | +2.4% |
| 30D | +0.3% | +1.9% | -1.6% | -0.4% |
| 3M | -2.9% | +14.7% | -17.6% | -6.9% |
| 6M | -5.9% | -12.8% | +6.8% | -3.1% |
| YTD | +4.1% | -23.0% | +27.2% | +10.7% |
| 1Y | +3.1% | -31.7% | +34.8% | +13.3% |
| 3Y | +40.8% | -4.8% | +45.5% | +39.3% |
| 5Y | +31.7% | +7.8% | +23.9% | +24.2% |
| 10Y | +141.1% | +184.1% | -43.0% | +71.9% |
| All | +714.2% | +1,286.0% | -571.8% | +268.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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