+170.8%
AEP vs WEC
+146.6%
+24.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.4% |
| 7D | -1.0% | -1.3% | +0.3% | 0.0% |
| 30D | -0.1% | -0.4% | +0.3% | +0.2% |
| 3M | -3.2% | -6.8% | +3.6% | +2.4% |
| 6M | -5.3% | -6.4% | +1.1% | -0.2% |
| YTD | +9.5% | +2.5% | +7.0% | +7.4% |
| 1Y | +17.5% | -0.4% | +17.9% | +17.8% |
| 3Y | +77.0% | +38.5% | +38.4% | +36.0% |
| 5Y | +66.4% | +31.7% | +34.7% | +33.1% |
| All | +170.8% | +146.6% | +24.2% | +26.1% |
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 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