+814.0%
WEC vs SPXU
-100.0%
+914.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.5% |
| 7D | -0.3% | -0.1% | -0.1% | -0.3% |
| 30D | -1.3% | +0.8% | -2.1% | -1.1% |
| 3M | -3.9% | -4.7% | +0.8% | -4.5% |
| 6M | -8.3% | -29.6% | +21.3% | -13.0% |
| YTD | +3.1% | -29.9% | +32.9% | -2.1% |
| 1Y | +1.9% | -39.1% | +41.0% | -5.2% |
| 3Y | +41.9% | -80.0% | +121.9% | +12.6% |
| 5Y | +30.8% | -86.0% | +116.8% | +4.0% |
| 10Y | +141.9% | -99.5% | +241.4% | +19.0% |
| All | +814.0% | -100.0% | +914.0% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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