+1,782.5%
KMB vs WEC
+3,978.4%
-2,195.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -3.0% | -0.3% | -2.8% | -2.9% |
| 30D | -5.5% | -1.3% | -4.2% | -5.1% |
| 3M | +14.0% | -3.9% | +17.9% | +15.7% |
| 6M | +4.1% | -8.3% | +12.4% | +7.5% |
| YTD | +8.0% | +3.1% | +5.0% | +6.7% |
| 1Y | -13.7% | +1.9% | -15.7% | -14.5% |
| 3Y | -5.9% | +41.9% | -47.9% | -18.1% |
| 5Y | -8.6% | +30.8% | -39.4% | -18.7% |
| 10Y | +17.3% | +141.9% | -124.6% | -17.2% |
| All | +1,782.5% | +3,978.4% | -2,195.9% | +394.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling