+62.2%
WEC vs IT
-53.1%
+115.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +1.4% | -7.5% | +8.9% | +1.6% |
| 30D | +12.8% | -1.2% | +14.0% | +13.0% |
| 3M | +11.2% | -2.2% | +13.4% | +11.4% |
| 6M | +6.6% | +19.1% | -12.5% | +6.2% |
| YTD | +13.8% | -25.1% | +38.9% | +15.5% |
| 1Y | +7.6% | -17.4% | +25.0% | +8.5% |
| 3Y | +62.2% | -54.1% | +116.3% | +67.1% |
| All | +62.2% | -53.1% | +115.3% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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