+83.0%
MMM vs WEC
+178.6%
-95.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.5% |
| 7D | +5.8% | +0.2% | +5.5% | +5.7% |
| 30D | +17.9% | +12.9% | +5.0% | +12.7% |
| 3M | +3.6% | +9.8% | -6.2% | -0.1% |
| 6M | +32.9% | +6.7% | +26.2% | +29.4% |
| YTD | +19.5% | +14.0% | +5.5% | +13.2% |
| 1Y | +16.5% | +7.3% | +9.2% | +13.0% |
| 3Y | +167.2% | +63.8% | +103.4% | +117.3% |
| 5Y | +48.2% | +54.8% | -6.5% | +22.6% |
| 10Y | +83.0% | +185.7% | -102.7% | +29.1% |
| All | +83.0% | +178.6% | -95.6% | +29.1% |
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