+157.4%
GE vs WEC
+186.5%
-29.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +5.4% | +1.4% | +4.0% | +5.0% |
| 30D | +9.6% | +12.8% | -3.2% | +6.0% |
| 3M | -7.7% | +11.2% | -18.9% | -10.4% |
| 6M | +14.0% | +6.6% | +7.4% | +11.8% |
| YTD | +10.2% | +13.8% | -3.7% | +5.9% |
| 1Y | +8.9% | +7.6% | +1.3% | +6.3% |
| 3Y | +273.7% | +62.2% | +211.4% | +222.2% |
| 5Y | +410.2% | +52.0% | +358.2% | +344.4% |
| 10Y | +157.4% | +189.4% | -31.9% | +105.7% |
| All | +157.4% | +186.5% | -29.1% | +105.7% |
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 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