+363.8%
ALL vs WEC
+178.6%
+185.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.9% |
| 7D | -3.9% | +0.2% | -4.1% | -3.9% |
| 30D | +10.6% | +12.9% | -2.3% | +5.0% |
| 3M | -4.6% | +9.8% | -14.3% | -8.3% |
| 6M | +20.2% | +6.7% | +13.5% | +16.8% |
| YTD | +23.7% | +14.0% | +9.7% | +16.7% |
| 1Y | +27.9% | +7.3% | +20.5% | +23.7% |
| 3Y | +109.2% | +63.8% | +45.4% | +69.8% |
| 5Y | +148.0% | +54.8% | +93.2% | +104.0% |
| 10Y | +363.8% | +185.7% | +178.1% | +239.7% |
| All | +363.8% | +178.6% | +185.2% | +239.7% |
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 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