+39.5%
EXPE vs WEC
+51.2%
-11.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.1% | -2.8% | -4.5% |
| 7D | -9.3% | -0.2% | -9.2% | -9.2% |
| 30D | +0.1% | +12.3% | -12.2% | -1.6% |
| 3M | -15.3% | +8.3% | -23.6% | -16.4% |
| 6M | +5.5% | +3.5% | +2.0% | +4.8% |
| YTD | -8.0% | +12.7% | -20.7% | -10.5% |
| 1Y | +18.9% | +8.2% | +10.7% | +16.7% |
| 3Y | +135.5% | +55.9% | +79.7% | +114.1% |
| All | +39.5% | +51.2% | -11.8% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling