+649.0%
P vs WEC
+195.2%
+453.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +17.8% | -0.7% | +18.5% | +17.9% |
| 30D | -29.9% | +11.0% | -40.8% | -30.5% |
| 3M | -1.2% | +8.6% | -9.8% | -1.8% |
| 6M | +32.1% | +6.2% | +26.0% | +31.3% |
| YTD | +64.3% | +14.3% | +50.0% | +61.9% |
| 1Y | +24.3% | +8.4% | +15.9% | +23.2% |
| 3Y | +203.2% | +62.9% | +140.4% | +180.6% |
| 5Y | +290.4% | +55.8% | +234.6% | +259.2% |
| All | +649.0% | +195.2% | +453.8% | +489.9% |
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