+379.6%
META vs WEC
+141.2%
+238.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | +6.7% | -0.3% | +7.0% | +6.7% |
| 30D | +4.8% | -1.3% | +6.0% | +4.9% |
| 3M | -1.6% | -3.9% | +2.3% | -1.2% |
| 6M | -7.5% | -8.3% | +0.8% | -6.4% |
| YTD | -6.4% | +3.1% | -9.5% | -7.3% |
| 1Y | -17.3% | +1.9% | -19.3% | -18.0% |
| 3Y | +109.9% | +41.9% | +68.0% | +92.8% |
| 5Y | +65.4% | +30.8% | +34.6% | +53.8% |
| All | +379.6% | +141.2% | +238.4% | +306.3% |
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