+64.7%
WEC vs WY
-23.6%
+88.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | +2.3% | -0.8% | +3.1% | +2.5% |
| 30D | +11.1% | +10.1% | +1.0% | +8.7% |
| 3M | +8.4% | -15.4% | +23.8% | +12.1% |
| 6M | +7.5% | -8.3% | +15.8% | +9.0% |
| YTD | +15.3% | -9.8% | +25.2% | +17.1% |
| 1Y | +9.7% | -3.9% | +13.6% | +9.7% |
| 3Y | +64.7% | -23.3% | +88.0% | +70.5% |
| All | +64.7% | -23.6% | +88.3% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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