+3,553.2%
FIX vs WEC
+197.9%
+3,355.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.7% |
| 7D | +9.4% | +2.3% | +7.1% | +8.7% |
| 30D | -27.8% | +11.1% | -38.8% | -30.5% |
| 3M | -35.6% | +8.4% | -44.0% | -37.5% |
| 6M | -45.2% | +7.5% | -52.7% | -47.0% |
| YTD | +19.5% | +15.3% | +4.1% | +12.8% |
| 1Y | +24.2% | +9.7% | +14.5% | +19.3% |
| 3Y | +494.2% | +64.7% | +429.5% | +375.9% |
| 5Y | +1,036.1% | +57.3% | +978.9% | +814.5% |
| All | +3,553.2% | +197.9% | +3,355.3% | +2,593.6% |
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