+9.2%
WEC vs BTG
+24.4%
-15.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.7% | -6.4% | +2.2% |
| 7D | +6.9% | -0.2% | +7.1% | +6.8% |
| 30D | +16.6% | -0.8% | +17.4% | +16.5% |
| 3M | +9.1% | +31.8% | -22.8% | +8.3% |
| 6M | +3.2% | +20.4% | -17.2% | +2.6% |
| YTD | +14.9% | +14.7% | +0.2% | +13.6% |
| 1Y | +9.2% | +29.4% | -20.2% | +6.9% |
| All | +9.2% | +24.4% | -15.2% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling