+792.3%
PH vs WEC
+143.0%
+649.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | +0.4% | +0.8% | -0.4% | +0.1% |
| 30D | -10.8% | +0.3% | -11.1% | -10.9% |
| 3M | +8.5% | -2.9% | +11.4% | +9.4% |
| 6M | +3.9% | -5.9% | +9.8% | +5.6% |
| YTD | +9.4% | +4.1% | +5.3% | +7.7% |
| 1Y | +26.8% | +3.1% | +23.7% | +24.9% |
| 3Y | +140.8% | +40.8% | +100.0% | +111.5% |
| 5Y | +253.8% | +31.7% | +222.1% | +215.3% |
| 10Y | +792.3% | +141.1% | +651.2% | +650.9% |
| All | +792.3% | +143.0% | +649.3% | +650.9% |
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