+2,389.1%
WEC vs IBB
+554.8%
+1,834.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +1.3% |
| 7D | +3.2% | -3.6% | +6.8% | +4.1% |
| 30D | +14.7% | +3.4% | +11.3% | +13.6% |
| 3M | +10.2% | +9.5% | +0.8% | +7.6% |
| 6M | +4.5% | +23.3% | -18.8% | -1.0% |
| YTD | +15.1% | +24.5% | -9.4% | +8.5% |
| 1Y | +9.4% | +32.9% | -23.5% | +1.5% |
| 3Y | +56.9% | +76.6% | -19.6% | +34.8% |
| 5Y | +54.4% | +35.5% | +18.9% | +39.9% |
| 10Y | +183.5% | +156.7% | +26.7% | +112.8% |
| All | +2,389.1% | +554.8% | +1,834.3% | +1,078.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 all: compounded portfolio wealth divided by compounded IBB 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…
all analysis · Full analysis span regression · 6 months rolling