+408.7%
AEM vs WEC
+197.9%
+210.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -6.8% | +2.3% | -9.2% | -7.5% |
| 30D | +0.8% | +11.1% | -10.3% | -2.6% |
| 3M | -0.8% | +8.4% | -9.3% | -3.5% |
| 6M | -8.5% | +7.5% | -16.0% | -11.0% |
| YTD | +5.9% | +15.3% | -9.4% | +0.7% |
| 1Y | +6.6% | +9.7% | -3.1% | +3.0% |
| 3Y | +302.2% | +64.7% | +237.5% | +239.0% |
| 5Y | +250.8% | +57.3% | +193.5% | +201.1% |
| All | +408.7% | +197.9% | +210.8% | +202.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling