+513.6%
EWT vs WEC
+146.6%
+367.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -1.1% | -0.6% | -0.6% | -1.1% |
| 30D | +4.5% | -2.6% | +7.1% | +4.8% |
| 3M | +8.3% | -6.0% | +14.3% | +9.0% |
| 6M | +54.2% | -5.4% | +59.7% | +55.0% |
| YTD | +74.6% | +2.5% | +72.1% | +73.4% |
| 1Y | +84.9% | -0.7% | +85.6% | +84.3% |
| 3Y | +197.5% | +38.7% | +158.8% | +179.9% |
| 5Y | +150.6% | +31.7% | +118.9% | +136.2% |
| All | +513.6% | +146.6% | +367.1% | +397.6% |
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