+785.4%
MSCI vs WEC
+176.2%
+609.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.5% |
| 7D | +2.8% | -0.2% | +3.0% | +2.9% |
| 30D | +15.4% | +12.3% | +3.1% | +10.8% |
| 3M | +13.4% | +8.3% | +5.2% | +10.2% |
| 6M | +10.9% | +3.5% | +7.4% | +9.3% |
| YTD | +13.0% | +12.7% | +0.3% | +7.4% |
| 1Y | +12.0% | +8.2% | +3.9% | +8.2% |
| 3Y | +34.1% | +55.9% | -21.8% | +11.3% |
| 5Y | +3.9% | +51.2% | -47.4% | -13.0% |
| All | +785.4% | +176.2% | +609.2% | +528.3% |
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