+686.6%
P vs WEC
+176.2%
+510.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +3.7% |
| 7D | -23.8% | -0.2% | -23.6% | -23.8% |
| 30D | -36.6% | +12.3% | -48.9% | -37.2% |
| 3M | +10.9% | +8.3% | +2.6% | +10.2% |
| 6M | +30.0% | +3.5% | +26.5% | +29.5% |
| YTD | +44.4% | +12.7% | +31.7% | +42.5% |
| 1Y | +3.9% | +8.2% | -4.2% | +3.0% |
| 3Y | +176.6% | +55.9% | +120.7% | +158.5% |
| 5Y | +249.3% | +51.2% | +198.0% | +223.9% |
| All | +686.6% | +176.2% | +510.4% | +601.5% |
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