+286.5%
C vs WEC
+143.0%
+143.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | +3.2% | +0.8% | +2.4% | +2.9% |
| 30D | +1.3% | +0.3% | +1.0% | +1.2% |
| 3M | +3.1% | -2.9% | +6.0% | +3.8% |
| 6M | +29.6% | -5.9% | +35.5% | +31.5% |
| YTD | +19.0% | +4.1% | +14.8% | +16.8% |
| 1Y | +45.6% | +3.1% | +42.5% | +43.3% |
| 3Y | +269.3% | +40.8% | +228.5% | +227.4% |
| 5Y | +131.6% | +31.7% | +99.9% | +107.7% |
| 10Y | +286.5% | +141.1% | +145.4% | +264.6% |
| All | +286.5% | +143.0% | +143.5% | +264.6% |
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