+779.7%
MSCI vs WEC
+178.6%
+601.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | +1.5% | +0.2% | +1.2% | +1.4% |
| 30D | +14.4% | +12.9% | +1.5% | +9.5% |
| 3M | +15.2% | +9.8% | +5.4% | +11.3% |
| 6M | +11.2% | +6.7% | +4.5% | +8.4% |
| YTD | +13.9% | +14.0% | 0.0% | +7.9% |
| 1Y | +12.5% | +7.3% | +5.2% | +8.9% |
| 3Y | +32.3% | +63.8% | -31.5% | +7.6% |
| 5Y | +4.9% | +54.8% | -49.9% | -13.1% |
| 10Y | +779.7% | +185.7% | +594.0% | +500.6% |
| All | +779.7% | +178.6% | +601.1% | +500.6% |
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