+142.0%
WEC vs BTG
+159.3%
-17.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -0.6% | -3.8% | +3.2% | -0.3% |
| 30D | -2.6% | +3.6% | -6.3% | -3.0% |
| 3M | -6.0% | +32.0% | -38.1% | -8.5% |
| 6M | -5.4% | +3.4% | -8.8% | -6.4% |
| YTD | +2.5% | +20.8% | -18.3% | -0.4% |
| 1Y | -0.7% | +22.4% | -23.1% | -4.0% |
| 3Y | +38.7% | +91.7% | -53.0% | +26.6% |
| 5Y | +31.7% | +79.0% | -47.3% | +19.5% |
| All | +142.0% | +159.3% | -17.2% | +107.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling