-14.8%
KMB vs WEC
+1.8%
-16.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.4% |
| 7D | -4.2% | -0.3% | -3.9% | -4.1% |
| 30D | -6.6% | -1.3% | -5.3% | -6.1% |
| 3M | +12.6% | -3.9% | +16.6% | +15.1% |
| 6M | +2.9% | -8.3% | +11.2% | +7.4% |
| YTD | +6.8% | +3.1% | +3.7% | +4.9% |
| 1Y | -14.8% | +1.9% | -16.7% | -14.1% |
| All | -14.8% | +1.8% | -16.5% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling