+62.2%
WEC vs IBN
+57.6%
+4.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.4% | -0.2% |
| 7D | +1.4% | +15.8% | -14.4% | +0.1% |
| 30D | +12.8% | +25.1% | -12.3% | +10.7% |
| 3M | +11.2% | +16.0% | -4.7% | +9.7% |
| 6M | +6.6% | +32.8% | -26.2% | +4.1% |
| YTD | +13.8% | +18.0% | -4.2% | +12.0% |
| 1Y | +7.6% | +15.9% | -8.2% | +6.1% |
| 3Y | +62.2% | +57.6% | +4.6% | +55.1% |
| All | +62.2% | +57.6% | +4.6% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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