+200.5%
B vs WEC
+178.6%
+21.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.8% |
| 7D | +11.3% | +0.2% | +11.1% | +11.3% |
| 30D | +2.9% | +12.9% | -10.0% | -1.4% |
| 3M | -2.9% | +9.8% | -12.6% | -6.1% |
| 6M | -1.2% | +6.7% | -7.9% | -3.8% |
| YTD | -1.3% | +14.0% | -15.3% | -6.2% |
| 1Y | +30.4% | +7.3% | +23.1% | +26.5% |
| 3Y | +195.3% | +63.8% | +131.5% | +144.8% |
| 5Y | +146.2% | +54.8% | +91.5% | +108.0% |
| 10Y | +200.5% | +185.7% | +14.8% | +78.2% |
| All | +200.5% | +178.6% | +21.9% | +78.2% |
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