+216.9%
B vs WEC
+195.2%
+21.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -6.2% | -0.7% | -5.5% | -6.0% |
| 30D | -6.6% | +11.0% | -17.6% | -10.0% |
| 3M | -7.9% | +8.6% | -16.5% | -10.6% |
| 6M | -16.8% | +6.2% | -23.0% | -18.8% |
| YTD | -11.7% | +14.3% | -26.0% | -16.1% |
| 1Y | +3.5% | +8.4% | -4.9% | +0.1% |
| 3Y | +165.7% | +62.9% | +102.9% | +121.3% |
| 5Y | +108.4% | +55.8% | +52.6% | +76.1% |
| All | +216.9% | +195.2% | +21.7% | +93.1% |
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