+107.3%
PR vs WEC
+141.2%
-34.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.9% |
| 7D | +2.9% | -0.3% | +3.2% | +2.8% |
| 30D | +18.0% | -1.3% | +19.3% | +17.5% |
| 3M | +16.9% | -3.9% | +20.8% | +15.2% |
| 6M | +28.2% | -8.3% | +36.5% | +23.9% |
| YTD | +69.3% | +3.1% | +66.3% | +72.0% |
| 1Y | +69.5% | +1.9% | +67.6% | +71.6% |
| 3Y | +81.7% | +41.9% | +39.8% | +115.4% |
| 5Y | +422.2% | +30.8% | +391.5% | +496.8% |
| All | +107.3% | +141.2% | -34.0% | +244.0% |
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 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