+913.6%
WEC vs SPXU
-100.0%
+1,013.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.0% | +0.2% |
| 7D | -0.7% | -9.4% | +8.6% | -2.2% |
| 30D | +11.0% | +7.4% | +3.5% | +12.5% |
| 3M | +8.6% | +6.2% | +2.4% | +10.0% |
| 6M | +6.2% | -7.2% | +13.4% | +5.4% |
| YTD | +14.3% | -26.8% | +41.1% | +9.6% |
| 1Y | +8.4% | -26.3% | +34.6% | +4.2% |
| 3Y | +62.9% | -80.6% | +143.5% | +28.3% |
| 5Y | +55.8% | -83.6% | +139.4% | +27.8% |
| 10Y | +193.2% | -99.5% | +292.7% | +45.3% |
| All | +913.6% | -100.0% | +1,013.6% | +165.4% |
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