+209.9%
WELL vs WEC
+60.5%
+149.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.3% |
| 7D | +3.5% | +0.2% | +3.3% | +3.3% |
| 30D | +9.7% | +12.9% | -3.2% | +2.3% |
| 3M | +4.8% | +9.8% | -5.0% | -0.8% |
| 6M | +16.1% | +6.7% | +9.3% | +11.9% |
| YTD | +34.7% | +14.0% | +20.7% | +25.5% |
| 1Y | +31.9% | +7.3% | +24.6% | +26.8% |
| 3Y | +209.9% | +63.8% | +146.1% | +153.1% |
| All | +209.9% | +60.5% | +149.3% | +153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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