+9.2%
WEC vs STT
+53.6%
-44.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.2% | +2.5% |
| 7D | +6.9% | -0.1% | +7.0% | +6.9% |
| 30D | +16.6% | -1.7% | +18.3% | +16.5% |
| 3M | +9.1% | -6.4% | +15.4% | +8.9% |
| 6M | +3.2% | +17.7% | -14.5% | +5.1% |
| YTD | +14.9% | +36.9% | -22.0% | +18.5% |
| 1Y | +9.2% | +52.0% | -42.8% | +13.2% |
| All | +9.2% | +53.6% | -44.4% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling