+290.8%
EWY vs WEC
+146.6%
+144.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -4.0% |
| 7D | +1.2% | -1.3% | +2.5% | +1.5% |
| 30D | +9.3% | -0.4% | +9.7% | +9.3% |
| 3M | +2.4% | -6.8% | +9.2% | +3.8% |
| 6M | +40.3% | -6.4% | +46.7% | +41.6% |
| YTD | +88.0% | +2.5% | +85.5% | +85.6% |
| 1Y | +143.8% | -0.4% | +144.2% | +142.0% |
| 3Y | +217.8% | +38.5% | +179.2% | +185.7% |
| 5Y | +142.7% | +31.7% | +111.0% | +119.2% |
| All | +290.8% | +146.6% | +144.2% | +191.7% |
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