+400.1%
META vs WEC
+182.1%
+218.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -4.0% |
| 7D | -3.1% | +3.2% | -6.3% | -3.6% |
| 30D | -18.1% | +14.7% | -32.8% | -19.8% |
| 3M | +2.9% | +10.2% | -7.4% | +1.3% |
| 6M | +0.2% | +4.5% | -4.3% | -0.6% |
| YTD | -8.1% | +15.1% | -23.2% | -10.5% |
| 1Y | -4.5% | +9.4% | -13.9% | -6.2% |
| 3Y | +94.2% | +56.9% | +37.3% | +76.0% |
| 5Y | +79.1% | +54.4% | +24.6% | +61.7% |
| All | +400.1% | +182.1% | +218.0% | +318.4% |
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