+158.0%
EXPE vs WEC
+141.2%
+16.9%
-70.5%
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 | -11.5% | +0.4% | -11.9% | -11.6% |
| 30D | -13.1% | +0.9% | -14.0% | -13.2% |
| 3M | +18.1% | -5.3% | +23.5% | +19.5% |
| 6M | +13.3% | -6.6% | +19.8% | +14.7% |
| YTD | -3.2% | +3.3% | -6.5% | -4.6% |
| 1Y | +26.1% | +2.1% | +24.1% | +24.6% |
| 3Y | +151.7% | +39.6% | +112.1% | +128.6% |
| 5Y | +88.3% | +31.2% | +57.2% | +72.2% |
| 10Y | +158.0% | +148.4% | +9.6% | +123.9% |
| All | +158.0% | +141.2% | +16.9% | +123.9% |
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