+2,812.9%
MMM vs WEC
+3,978.4%
-1,165.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.4% |
| 7D | -3.3% | -0.3% | -3.1% | -3.2% |
| 30D | -7.0% | -1.3% | -5.7% | -6.6% |
| 3M | +10.8% | -3.9% | +14.7% | +12.3% |
| 6M | +5.8% | -8.3% | +14.1% | +8.9% |
| YTD | +6.8% | +3.1% | +3.7% | +5.2% |
| 1Y | +10.4% | +1.9% | +8.4% | +9.0% |
| 3Y | +104.7% | +41.9% | +62.8% | +77.4% |
| 5Y | +23.6% | +30.8% | -7.2% | +9.7% |
| 10Y | +54.1% | +141.9% | -87.8% | +6.1% |
| All | +2,812.9% | +3,978.4% | -1,165.5% | +696.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling