-5.8%
WEC vs SOLS
+22.7%
-28.5%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.0% |
| 7D | +0.8% | +4.5% | -3.7% | +0.7% |
| 30D | +0.3% | +6.0% | -5.7% | +0.2% |
| 3M | -2.9% | -19.7% | +16.8% | -2.6% |
| 6M | -5.9% | -10.4% | +4.5% | -6.0% |
| YTD | +4.1% | +33.3% | -29.1% | +3.3% |
| All | -5.8% | +22.7% | -28.5% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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