+64.7%
WEC vs FND
-39.5%
+104.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.1% |
| 7D | +2.3% | -6.8% | +9.2% | +2.8% |
| 30D | +11.1% | +8.0% | +3.1% | +10.4% |
| 3M | +8.4% | -18.9% | +27.4% | +9.7% |
| 6M | +7.5% | +4.7% | +2.8% | +6.8% |
| YTD | +15.3% | -21.6% | +36.9% | +16.4% |
| 1Y | +9.7% | -22.0% | +31.7% | +10.7% |
| 3Y | +64.7% | -40.4% | +105.1% | +55.5% |
| All | +64.7% | -39.5% | +104.2% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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