+62.0%
WEC vs CG
+42.6%
+19.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -0.2% | -1.2% | +1.0% | -0.1% |
| 30D | +12.3% | +5.0% | +7.3% | +12.1% |
| 3M | +8.3% | -18.2% | +26.5% | +8.7% |
| 6M | +3.5% | -20.7% | +24.2% | +4.0% |
| YTD | +12.7% | -31.4% | +44.1% | +13.7% |
| 1Y | +8.2% | -22.3% | +30.4% | +8.5% |
| All | +62.0% | +42.6% | +19.4% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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