+2,809.3%
WEC vs IBN
+1,753.3%
+1,056.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -0.7% | +5.7% | -6.4% | -1.3% |
| 30D | +11.0% | +20.5% | -9.5% | +8.9% |
| 3M | +8.6% | +15.2% | -6.6% | +7.1% |
| 6M | +6.2% | +34.5% | -28.4% | +3.0% |
| YTD | +14.3% | +16.4% | -2.1% | +12.3% |
| 1Y | +8.4% | +13.5% | -5.2% | +6.8% |
| 3Y | +62.9% | +55.4% | +7.4% | +55.0% |
| 5Y | +55.8% | +73.1% | -17.2% | +46.0% |
| 10Y | +193.2% | +383.7% | -190.6% | +142.3% |
| All | +2,809.3% | +1,753.3% | +1,056.0% | +1,877.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling