+64.4%
PPL vs WEC
+178.6%
-114.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.1% |
| 7D | -1.2% | +0.2% | -1.4% | -1.4% |
| 30D | +4.2% | +12.9% | -8.7% | -4.8% |
| 3M | +1.5% | +9.8% | -8.3% | -5.4% |
| 6M | +1.0% | +6.7% | -5.7% | -3.8% |
| YTD | +4.4% | +14.0% | -9.6% | -5.5% |
| 1Y | +0.8% | +7.3% | -6.6% | -4.7% |
| 3Y | +56.5% | +63.8% | -7.3% | +8.3% |
| 5Y | +47.7% | +54.8% | -7.1% | +5.8% |
| 10Y | +64.4% | +185.7% | -121.3% | -29.3% |
| All | +64.4% | +178.6% | -114.2% | -29.3% |
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