+2,989.4%
SHOP vs WEC
+141.2%
+2,848.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.8% | -4.6% | -5.3% |
| 7D | -10.6% | +0.4% | -11.0% | -10.7% |
| 30D | -18.3% | +0.9% | -19.2% | -18.4% |
| 3M | +14.8% | -5.3% | +20.2% | +15.5% |
| 6M | -5.0% | -6.6% | +1.5% | -4.4% |
| YTD | -21.2% | +3.3% | -24.5% | -22.1% |
| 1Y | -11.6% | +2.1% | -13.7% | -12.4% |
| 3Y | +101.2% | +39.6% | +61.6% | +86.0% |
| 5Y | -15.7% | +31.2% | -46.9% | -21.7% |
| 10Y | +2,989.4% | +148.4% | +2,841.0% | +2,602.2% |
| All | +2,989.4% | +141.2% | +2,848.3% | +2,602.2% |
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