+447.1%
META vs WEC
+195.2%
+251.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +3.1% | -0.7% | +3.8% | +3.2% |
| 30D | -18.2% | +11.0% | -29.2% | -19.5% |
| 3M | +7.8% | +8.6% | -0.8% | +6.4% |
| 6M | +3.6% | +6.2% | -2.6% | +2.5% |
| YTD | -5.3% | +14.3% | -19.6% | -7.7% |
| 1Y | +2.7% | +8.4% | -5.6% | +1.1% |
| 3Y | +91.5% | +62.9% | +28.6% | +72.1% |
| 5Y | +84.7% | +55.8% | +28.9% | +66.5% |
| All | +447.1% | +195.2% | +251.9% | +354.6% |
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