+293.0%
LOW vs WEC
+197.9%
+95.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +1.4% | +2.3% | -0.9% | +0.5% |
| 30D | +21.7% | +11.1% | +10.6% | +17.0% |
| 3M | +5.0% | +8.4% | -3.4% | +1.8% |
| 6M | +4.6% | +7.5% | -2.9% | +1.7% |
| YTD | -3.5% | +15.3% | -18.8% | -8.7% |
| 1Y | +0.5% | +9.7% | -9.2% | -3.1% |
| 3Y | +24.8% | +64.7% | -39.9% | +2.3% |
| 5Y | +6.5% | +57.3% | -50.8% | -11.8% |
| All | +293.0% | +197.9% | +95.0% | +192.3% |
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