+386.6%
PSX vs WEC
+141.2%
+245.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +0.8% |
| 7D | +1.8% | +0.4% | +1.4% | +1.7% |
| 30D | +21.6% | +0.9% | +20.7% | +21.4% |
| 3M | +46.5% | -5.3% | +51.8% | +48.3% |
| 6M | +62.0% | -6.6% | +68.6% | +64.4% |
| YTD | +106.3% | +3.3% | +103.1% | +104.0% |
| 1Y | +103.0% | +2.1% | +100.9% | +101.0% |
| 3Y | +135.5% | +39.6% | +96.0% | +113.3% |
| 5Y | +368.5% | +31.2% | +337.3% | +327.1% |
| 10Y | +386.6% | +148.4% | +238.1% | +291.2% |
| All | +386.6% | +141.2% | +245.4% | +291.2% |
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