+3,800.0%
FIX vs WEC
+178.6%
+3,621.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.1% | +8.3% | +9.1% |
| 7D | -7.2% | +0.2% | -7.5% | -7.5% |
| 30D | -35.1% | +12.9% | -48.0% | -37.9% |
| 3M | -34.3% | +9.8% | -44.1% | -36.5% |
| 6M | -42.9% | +6.7% | -49.7% | -44.6% |
| YTD | +19.5% | +14.0% | +5.5% | +13.3% |
| 1Y | +16.8% | +7.3% | +9.4% | +13.0% |
| 3Y | +506.7% | +63.8% | +442.9% | +386.9% |
| 5Y | +1,046.7% | +54.8% | +991.9% | +829.0% |
| 10Y | +3,800.0% | +185.7% | +3,614.3% | +2,871.1% |
| All | +3,800.0% | +178.6% | +3,621.3% | +2,871.1% |
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