+87.3%
ALB vs WEC
+141.2%
-53.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | -8.6% | +0.4% | -9.0% | -8.7% |
| 30D | -4.0% | +0.9% | -4.9% | -4.5% |
| 3M | -17.4% | -5.3% | -12.1% | -15.9% |
| 6M | -25.4% | -6.6% | -18.8% | -23.7% |
| YTD | -10.5% | +3.3% | -13.8% | -12.3% |
| 1Y | +75.8% | +2.1% | +73.8% | +72.6% |
| 3Y | -28.5% | +39.6% | -68.1% | -39.3% |
| 5Y | -45.1% | +31.2% | -76.3% | -52.9% |
| 10Y | +87.3% | +148.4% | -61.1% | +35.9% |
| All | +87.3% | +141.2% | -53.8% | +35.9% |
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