+404.3%
META vs WEC
+176.2%
+228.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.1% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -15.4% | +12.3% | -27.7% | -16.9% |
| 3M | +3.5% | +8.3% | -4.7% | +2.2% |
| 6M | -0.3% | +3.5% | -3.7% | -1.0% |
| YTD | -7.3% | +12.7% | -20.0% | -9.5% |
| 1Y | -1.1% | +8.2% | -9.3% | -2.7% |
| 3Y | +95.1% | +55.9% | +39.2% | +76.7% |
| 5Y | +80.6% | +51.2% | +29.3% | +63.5% |
| All | +404.3% | +176.2% | +228.1% | +323.2% |
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