+452.3%
EWT vs WEC
+197.9%
+254.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | +9.1% | +2.3% | +6.8% | +8.9% |
| 30D | -12.2% | +11.1% | -23.3% | -13.3% |
| 3M | -9.4% | +8.4% | -17.9% | -10.3% |
| 6M | +2.7% | +7.5% | -4.8% | +1.6% |
| YTD | +53.3% | +15.3% | +37.9% | +50.2% |
| 1Y | +59.2% | +9.7% | +49.4% | +57.0% |
| 3Y | +157.1% | +64.7% | +92.4% | +137.4% |
| 5Y | +119.6% | +57.3% | +62.4% | +103.0% |
| All | +452.3% | +197.9% | +254.3% | +356.7% |
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