+554.8%
MA vs WEC
+178.6%
+376.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -0.3% | +0.2% | -0.6% | -0.4% |
| 30D | +11.3% | +12.9% | -1.6% | +6.2% |
| 3M | +16.7% | +9.8% | +6.9% | +12.4% |
| 6M | +32.8% | +6.7% | +26.0% | +29.2% |
| YTD | +15.6% | +14.0% | +1.7% | +9.1% |
| 1Y | +19.6% | +7.3% | +12.2% | +15.5% |
| 3Y | +72.1% | +63.8% | +8.3% | +38.5% |
| 5Y | +96.0% | +54.8% | +41.3% | +59.3% |
| 10Y | +554.8% | +185.7% | +369.1% | +360.4% |
| All | +554.8% | +178.6% | +376.1% | +360.4% |
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