+18,665.9%
WELL vs WEC
+3,978.4%
+14,687.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -1.7% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -0.1% | -1.3% | +1.2% | +0.5% |
| 3M | +18.0% | -3.9% | +22.0% | +20.2% |
| 6M | +15.0% | -8.3% | +23.3% | +19.7% |
| YTD | +28.6% | +3.1% | +25.6% | +27.0% |
| 1Y | +42.9% | +1.9% | +41.0% | +41.7% |
| 3Y | +203.0% | +41.9% | +161.1% | +158.3% |
| 5Y | +206.9% | +30.8% | +176.1% | +170.2% |
| 10Y | +339.5% | +141.9% | +197.6% | +197.6% |
| All | +18,665.9% | +3,978.4% | +14,687.5% | +6,889.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling