+358.2%
PSX vs WEC
+195.2%
+163.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +6.4% | -0.7% | +7.1% | +6.6% |
| 30D | -10.2% | +11.0% | -21.2% | -12.6% |
| 3M | +17.2% | +8.6% | +8.6% | +14.6% |
| 6M | +51.8% | +6.2% | +45.6% | +49.1% |
| YTD | +108.0% | +14.3% | +93.7% | +100.3% |
| 1Y | +96.1% | +8.4% | +87.8% | +91.4% |
| 3Y | +155.9% | +62.9% | +93.0% | +122.4% |
| 5Y | +306.9% | +55.8% | +251.1% | +253.6% |
| All | +358.2% | +195.2% | +163.0% | +256.8% |
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