+127.7%
EXPE vs WEC
+197.9%
-70.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -0.5% | +2.3% | -2.8% | -1.0% |
| 30D | -6.1% | +11.1% | -17.2% | -8.3% |
| 3M | -21.3% | +8.4% | -29.8% | -22.8% |
| 6M | +19.0% | +7.5% | +11.5% | +16.9% |
| YTD | -8.4% | +15.3% | -23.8% | -12.0% |
| 1Y | -2.8% | +9.7% | -12.5% | -5.5% |
| 3Y | +120.8% | +64.7% | +56.1% | +92.5% |
| 5Y | +46.2% | +57.3% | -11.1% | +27.7% |
| All | +127.7% | +197.9% | -70.3% | +91.2% |
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