+2,417.1%
MSCI vs WEC
+737.5%
+1,679.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.1% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | +0.6% | -1.3% | +1.8% | +1.1% |
| 3M | -7.1% | -3.9% | -3.2% | -5.5% |
| 6M | +0.8% | -8.3% | +9.1% | +4.5% |
| YTD | +1.0% | +3.1% | -2.1% | -1.4% |
| 1Y | +4.3% | +1.9% | +2.4% | +2.2% |
| 3Y | +9.9% | +41.9% | -32.0% | -10.0% |
| 5Y | -6.8% | +30.8% | -37.5% | -21.4% |
| 10Y | +614.7% | +141.9% | +472.7% | +290.6% |
| All | +2,417.1% | +737.5% | +1,679.6% | +345.0% |
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