+3,144.9%
MMM vs WEC
+4,455.0%
-1,310.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +5.9% | +3.2% | +2.7% | +4.7% |
| 30D | +14.7% | +14.7% | +0.1% | +9.2% |
| 3M | +3.6% | +10.2% | -6.7% | -0.1% |
| 6M | +32.7% | +4.5% | +28.3% | +30.3% |
| YTD | +18.9% | +15.1% | +3.8% | +12.5% |
| 1Y | +16.4% | +9.4% | +7.0% | +12.1% |
| 3Y | +159.8% | +56.9% | +102.9% | +117.2% |
| 5Y | +47.2% | +54.4% | -7.3% | +23.0% |
| 10Y | +86.5% | +183.5% | -97.0% | +21.3% |
| All | +3,144.9% | +4,455.0% | -1,310.2% | +752.2% |
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 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