+641.7%
BE vs WEC
+137.2%
+504.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.2% | -4.3% |
| 7D | -13.4% | +1.4% | -14.8% | -13.6% |
| 30D | -33.9% | +12.8% | -46.7% | -35.7% |
| 3M | -12.0% | +11.2% | -23.2% | -14.1% |
| 6M | -29.0% | +6.6% | -35.6% | -30.4% |
| YTD | +113.4% | +13.8% | +99.6% | +105.3% |
| 1Y | +33.2% | +7.6% | +25.5% | +29.9% |
| 3Y | +1,659.2% | +62.2% | +1,597.0% | +1,433.3% |
| 5Y | +461.4% | +52.0% | +409.4% | +400.6% |
| All | +641.7% | +137.2% | +504.4% | +916.5% |
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