+40.8%
ALB vs WEC
+178.6%
-137.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.6% |
| 7D | +9.5% | +0.2% | +9.2% | +9.4% |
| 30D | -2.1% | +12.9% | -15.0% | -7.1% |
| 3M | -24.1% | +9.8% | -33.9% | -27.2% |
| 6M | -51.0% | +6.7% | -57.7% | -52.6% |
| YTD | -29.3% | +14.0% | -43.3% | -33.5% |
| 1Y | +3.2% | +7.3% | -4.2% | -0.6% |
| 3Y | -9.3% | +63.8% | -73.1% | -28.0% |
| 5Y | -61.6% | +54.8% | -116.4% | -69.3% |
| 10Y | +40.8% | +185.7% | -144.9% | +0.6% |
| All | +40.8% | +178.6% | -137.8% | +0.6% |
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