+372.3%
SE vs WEC
+135.0%
+237.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | 0.0% | +1.4% | -1.4% | -0.2% |
| 30D | -19.4% | +12.8% | -32.2% | -21.4% |
| 3M | -33.1% | +11.2% | -44.3% | -34.7% |
| 6M | -11.4% | +6.6% | -18.1% | -13.0% |
| YTD | -39.8% | +13.8% | -53.6% | -41.9% |
| 1Y | -50.5% | +7.6% | -58.1% | -51.6% |
| 3Y | +68.9% | +62.2% | +6.7% | +46.0% |
| 5Y | -77.1% | +52.0% | -129.1% | -80.1% |
| All | +372.3% | +135.0% | +237.3% | +229.9% |
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