+62.5%
T vs WEC
+197.9%
-135.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | +2.5% | +2.3% | +0.2% | +1.5% |
| 30D | -3.8% | +11.1% | -14.8% | -8.2% |
| 3M | -8.7% | +8.4% | -17.2% | -12.1% |
| 6M | -8.1% | +7.5% | -15.6% | -11.1% |
| YTD | -6.4% | +15.3% | -21.8% | -12.4% |
| 1Y | -9.8% | +9.7% | -19.5% | -13.6% |
| 3Y | +65.5% | +64.7% | +0.8% | +32.6% |
| 5Y | +57.0% | +57.3% | -0.3% | +27.1% |
| All | +62.5% | +197.9% | -135.4% | +10.2% |
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