+356.1%
ALL vs WEC
+143.0%
+213.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.4% | -2.8% |
| 7D | -1.7% | +0.8% | -2.5% | -2.1% |
| 30D | -4.7% | +0.3% | -5.0% | -4.9% |
| 3M | +18.4% | -2.9% | +21.3% | +19.8% |
| 6M | +20.5% | -5.9% | +26.4% | +23.5% |
| YTD | +23.5% | +4.1% | +19.4% | +21.1% |
| 1Y | +29.0% | +3.1% | +25.9% | +26.8% |
| 3Y | +153.7% | +40.8% | +112.9% | +119.6% |
| 5Y | +114.8% | +31.7% | +83.1% | +89.0% |
| 10Y | +356.1% | +141.1% | +215.0% | +246.2% |
| All | +356.1% | +143.0% | +213.1% | +246.2% |
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