+142.8%
EFA vs WEC
+146.6%
-3.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.5% | -0.6% | -0.9% | -1.4% |
| 30D | -1.7% | -2.6% | +1.0% | -1.1% |
| 3M | +3.5% | -6.0% | +9.5% | +4.9% |
| 6M | +9.5% | -5.4% | +14.9% | +10.7% |
| YTD | +12.9% | +2.5% | +10.4% | +11.8% |
| 1Y | +18.2% | -0.7% | +18.9% | +17.9% |
| 3Y | +64.8% | +38.7% | +26.1% | +50.2% |
| 5Y | +53.9% | +31.7% | +22.2% | +41.1% |
| All | +142.8% | +146.6% | -3.8% | +104.3% |
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