+209.9%
BKNG vs WEC
+146.6%
+63.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -9.8% | -0.6% | -9.2% | -9.7% |
| 30D | -17.9% | -2.6% | -15.2% | -17.4% |
| 3M | +6.6% | -6.0% | +12.6% | +7.9% |
| 6M | +1.1% | -5.4% | +6.5% | +2.0% |
| YTD | -18.2% | +2.5% | -20.7% | -19.1% |
| 1Y | -20.2% | -0.7% | -19.5% | -20.5% |
| 3Y | +39.9% | +38.7% | +1.1% | +27.4% |
| 5Y | +93.1% | +31.7% | +61.5% | +76.2% |
| All | +209.9% | +146.6% | +63.4% | +153.7% |
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