+11.8%
WEC vs FIGR
-29.9%
+41.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +0.9% |
| 7D | +2.3% | +11.0% | -8.7% | +2.6% |
| 30D | +11.1% | +0.7% | +10.4% | +11.2% |
| 3M | +8.4% | -20.9% | +29.3% | +8.2% |
| 6M | +7.5% | -37.7% | +45.2% | +6.9% |
| YTD | +15.3% | -38.2% | +53.6% | +15.2% |
| 1Y | +9.7% | -27.1% | +36.8% | +10.1% |
| All | +11.8% | -29.9% | +41.7% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 5y: compounded portfolio wealth divided by compounded FIGR 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…
5y analysis · Full analysis span regression · 6 months rolling