+605.8%
MSCI vs WEC
+143.0%
+462.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.8% | -4.2% |
| 7D | -2.1% | +0.8% | -2.9% | -2.4% |
| 30D | -1.7% | +0.3% | -2.1% | -1.9% |
| 3M | -8.2% | -2.9% | -5.3% | -7.4% |
| 6M | -2.4% | -5.9% | +3.5% | -0.7% |
| YTD | -2.8% | +4.1% | -7.0% | -5.0% |
| 1Y | -2.7% | +3.1% | -5.8% | -4.6% |
| 3Y | +7.3% | +40.8% | -33.5% | -7.8% |
| 5Y | -11.4% | +31.7% | -43.1% | -22.2% |
| 10Y | +605.8% | +141.1% | +464.7% | +398.4% |
| All | +605.8% | +143.0% | +462.8% | +398.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling