+41.6%
D vs WEC
+176.2%
-134.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | +0.2% |
| 7D | +3.0% | -0.2% | +3.1% | +3.2% |
| 30D | +11.5% | +12.3% | -0.8% | +1.3% |
| 3M | +3.7% | +8.3% | -4.5% | -3.0% |
| 6M | +13.5% | +3.5% | +10.1% | +10.1% |
| YTD | +20.7% | +12.7% | +8.0% | +8.9% |
| 1Y | +18.2% | +8.2% | +10.1% | +10.4% |
| 3Y | +73.3% | +55.9% | +17.4% | +19.7% |
| 5Y | +12.3% | +51.2% | -39.0% | -21.0% |
| All | +41.6% | +176.2% | -134.6% | -40.2% |
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