+3.1%
WEC vs THC
+32.5%
-29.3%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.3% | +1.2% |
| 7D | +0.8% | -2.6% | +3.4% | +0.9% |
| 30D | +0.3% | -1.2% | +1.5% | +0.4% |
| 3M | -2.9% | +58.9% | -61.9% | -5.0% |
| 6M | -5.9% | +9.3% | -15.2% | -6.4% |
| YTD | +4.1% | +30.4% | -26.2% | +2.8% |
| 1Y | +3.1% | +34.6% | -31.5% | +2.6% |
| All | +3.1% | +32.5% | -29.3% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling