+338.3%
PSX vs WEC
+186.5%
+151.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -7.8% | +1.4% | -9.2% | -8.2% |
| 30D | -9.9% | +12.8% | -22.7% | -12.6% |
| 3M | +16.9% | +11.2% | +5.7% | +13.7% |
| 6M | +48.0% | +6.6% | +41.4% | +45.2% |
| YTD | +98.3% | +13.8% | +84.5% | +91.2% |
| 1Y | +86.2% | +7.6% | +78.5% | +82.0% |
| 3Y | +144.0% | +62.2% | +81.8% | +112.3% |
| 5Y | +287.7% | +52.0% | +235.8% | +239.4% |
| 10Y | +338.3% | +189.4% | +148.9% | +241.5% |
| All | +338.3% | +186.5% | +151.8% | +241.5% |
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