+35.3%
D vs WEC
+143.0%
-107.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.3% |
| 7D | +0.8% | +0.8% | 0.0% | +0.1% |
| 30D | -0.7% | +0.3% | -1.1% | -1.1% |
| 3M | +2.1% | -2.9% | +5.0% | +4.4% |
| 6M | +6.8% | -5.9% | +12.7% | +12.1% |
| YTD | +16.5% | +4.1% | +12.4% | +12.3% |
| 1Y | +19.2% | +3.1% | +16.0% | +15.6% |
| 3Y | +61.9% | +40.8% | +21.1% | +21.7% |
| 5Y | +6.5% | +31.7% | -25.2% | -15.9% |
| 10Y | +35.3% | +141.1% | -105.8% | -36.3% |
| All | +35.3% | +143.0% | -107.8% | -36.3% |
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