+220.1%
C vs WEC
+178.6%
+41.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.3% | +2.1% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -5.4% | +12.9% | -18.3% | -8.7% |
| 3M | -9.2% | +9.8% | -18.9% | -11.7% |
| 6M | -1.8% | +6.7% | -8.6% | -4.0% |
| YTD | +6.7% | +14.0% | -7.3% | +2.0% |
| 1Y | +23.5% | +7.3% | +16.2% | +20.2% |
| 3Y | +219.8% | +63.8% | +156.0% | +170.0% |
| 5Y | +112.4% | +54.8% | +57.7% | +80.9% |
| 10Y | +220.1% | +185.7% | +34.4% | +204.0% |
| All | +220.1% | +178.6% | +41.5% | +204.0% |
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