+251.0%
DIA vs WEC
+141.2%
+109.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | -1.2% | +0.4% | -1.6% | -1.4% |
| 30D | -2.7% | +0.9% | -3.6% | -3.0% |
| 3M | +3.3% | -5.3% | +8.6% | +5.0% |
| 6M | +10.4% | -6.6% | +17.0% | +12.6% |
| YTD | +10.0% | +3.3% | +6.7% | +8.3% |
| 1Y | +16.2% | +2.1% | +14.1% | +14.7% |
| 3Y | +58.7% | +39.6% | +19.2% | +39.1% |
| 5Y | +63.6% | +31.2% | +32.4% | +45.2% |
| 10Y | +251.0% | +148.4% | +102.6% | +176.2% |
| All | +251.0% | +141.2% | +109.9% | +176.2% |
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