+1,895.7%
TER vs WEC
+141.2%
+1,754.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +4.0% | +3.3% |
| 7D | +12.4% | +0.4% | +12.0% | +12.3% |
| 30D | +5.1% | +0.9% | +4.2% | +5.0% |
| 3M | +4.0% | -5.3% | +9.3% | +4.8% |
| 6M | +29.5% | -6.6% | +36.1% | +30.9% |
| YTD | +98.5% | +3.3% | +95.2% | +96.1% |
| 1Y | +234.1% | +2.1% | +232.0% | +230.1% |
| 3Y | +289.0% | +39.6% | +249.5% | +251.1% |
| 5Y | +228.2% | +31.2% | +197.0% | +199.4% |
| 10Y | +1,895.7% | +148.4% | +1,747.2% | +1,616.0% |
| All | +1,895.7% | +141.2% | +1,754.5% | +1,616.0% |
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