+2,200.6%
WEC vs BRKR
+172.5%
+2,028.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -0.6% | -8.7% | +8.1% | -0.1% |
| 30D | -2.6% | -9.9% | +7.2% | -2.1% |
| 3M | -6.0% | -3.1% | -2.9% | -6.2% |
| 6M | -5.4% | +45.5% | -50.9% | -8.1% |
| YTD | +2.5% | +13.7% | -11.2% | +0.8% |
| 1Y | -0.7% | +67.4% | -68.1% | -4.8% |
| 3Y | +38.7% | -13.2% | +51.9% | +36.9% |
| 5Y | +31.7% | -39.5% | +71.1% | +32.0% |
| 10Y | +146.5% | +153.5% | -7.0% | +125.9% |
| All | +2,200.6% | +172.5% | +2,028.2% | +1,791.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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