+337.7%
SHW vs WEC
+197.9%
+139.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | +1.9% | +2.3% | -0.4% | +0.9% |
| 30D | +8.1% | +11.1% | -3.0% | +3.4% |
| 3M | -2.8% | +8.4% | -11.2% | -6.1% |
| 6M | +15.0% | +7.5% | +7.5% | +11.4% |
| YTD | +9.0% | +15.3% | -6.3% | +2.4% |
| 1Y | +4.5% | +9.7% | -5.3% | +0.2% |
| 3Y | +41.9% | +64.7% | -22.8% | +13.4% |
| 5Y | +10.7% | +57.3% | -46.5% | -9.9% |
| All | +337.7% | +197.9% | +139.7% | +195.3% |
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