+1,077.0%
TER vs WEC
+190.8%
+886.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +7.9% | +8.2% |
| 7D | +5.9% | -0.5% | +6.4% | +6.0% |
| 30D | -30.8% | +12.0% | -42.7% | -32.4% |
| 3M | -29.9% | +11.1% | -41.0% | -31.5% |
| 6M | -27.5% | +6.0% | -33.4% | -28.7% |
| YTD | +37.5% | +14.3% | +23.2% | +32.9% |
| 1Y | +50.3% | +8.0% | +42.3% | +47.0% |
| 3Y | +204.9% | +62.8% | +142.0% | +165.1% |
| 5Y | +89.2% | +55.3% | +33.9% | +65.7% |
| 10Y | +1,077.0% | +193.2% | +883.8% | +900.1% |
| All | +1,077.0% | +190.8% | +886.2% | +900.1% |
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