+1,057.8%
TER vs WEC
+195.2%
+862.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +24.0% | -0.7% | +24.7% | +24.1% |
| 30D | -30.6% | +11.0% | -41.6% | -32.2% |
| 3M | -34.5% | +8.6% | -43.1% | -35.7% |
| 6M | -26.4% | +6.2% | -32.5% | -27.7% |
| YTD | +36.4% | +14.3% | +22.1% | +31.9% |
| 1Y | +47.4% | +8.4% | +39.0% | +44.1% |
| 3Y | +202.6% | +62.9% | +139.7% | +163.1% |
| 5Y | +83.9% | +55.8% | +28.1% | +60.9% |
| All | +1,057.8% | +195.2% | +862.5% | +880.1% |
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