+3,099.6%
MMM vs WEC
+4,360.7%
-1,261.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.6% |
| 7D | +6.2% | -0.2% | +6.4% | +6.3% |
| 30D | +14.2% | +12.3% | +1.9% | +9.5% |
| 3M | +2.9% | +8.3% | -5.3% | -0.1% |
| 6M | +27.6% | +3.5% | +24.1% | +25.7% |
| YTD | +17.3% | +12.7% | +4.6% | +11.8% |
| 1Y | +15.1% | +8.2% | +6.9% | +11.3% |
| 3Y | +157.1% | +55.9% | +101.2% | +115.5% |
| 5Y | +45.1% | +51.2% | -6.1% | +22.2% |
| 10Y | +83.9% | +177.6% | -93.8% | +20.5% |
| All | +3,099.6% | +4,360.7% | -1,261.1% | +746.8% |
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