+606.9%
GEV vs WEC
+45.2%
+561.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -3.0% |
| 7D | -1.9% | -1.3% | -0.6% | -2.2% |
| 30D | -8.7% | -0.4% | -8.3% | -8.8% |
| 3M | +6.6% | -6.8% | +13.4% | +4.6% |
| 6M | +10.2% | -6.4% | +16.6% | +8.3% |
| YTD | +41.6% | +2.5% | +39.1% | +43.1% |
| 1Y | +43.9% | -0.4% | +44.3% | +44.6% |
| All | +606.9% | +45.2% | +561.7% | +692.3% |
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