+368.4%
ALL vs WEC
+186.5%
+181.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | -0.1% | +1.4% | -1.5% | -0.7% |
| 30D | +13.8% | +12.8% | +1.0% | +8.1% |
| 3M | -2.8% | +11.2% | -14.0% | -7.1% |
| 6M | +23.7% | +6.6% | +17.1% | +20.3% |
| YTD | +27.3% | +13.8% | +13.4% | +20.1% |
| 1Y | +30.5% | +7.6% | +22.9% | +26.2% |
| 3Y | +113.0% | +62.2% | +50.8% | +73.5% |
| 5Y | +157.6% | +52.0% | +105.6% | +113.4% |
| 10Y | +368.4% | +189.4% | +179.0% | +239.5% |
| All | +368.4% | +186.5% | +181.8% | +239.5% |
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