+977.1%
BE vs WEC
+115.2%
+861.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -2.7% |
| 7D | +23.9% | +0.4% | +23.5% | +23.9% |
| 30D | +27.8% | +0.9% | +26.9% | +27.6% |
| 3M | +3.7% | -5.3% | +9.1% | +4.4% |
| 6M | +78.0% | -6.6% | +84.5% | +79.6% |
| YTD | +209.9% | +3.3% | +206.6% | +205.0% |
| 1Y | +389.6% | +2.1% | +387.5% | +381.7% |
| 3Y | +1,730.6% | +39.6% | +1,691.0% | +1,552.9% |
| 5Y | +1,227.8% | +31.2% | +1,196.6% | +1,119.0% |
| All | +977.1% | +115.2% | +861.9% | +1,410.4% |
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