+234.7%
TMUS vs WEC
+178.6%
+56.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +3.8% |
| 7D | +5.3% | +0.2% | +5.1% | +5.3% |
| 30D | +13.5% | +12.9% | +0.6% | +9.2% |
| 3M | -4.2% | +9.8% | -14.0% | -7.2% |
| 6M | -11.9% | +6.7% | -18.6% | -13.9% |
| YTD | -15.6% | +14.0% | -29.5% | -19.3% |
| 1Y | -16.8% | +7.3% | -24.1% | -18.9% |
| 3Y | +20.8% | +63.8% | -43.0% | +3.1% |
| 5Y | +48.0% | +54.8% | -6.7% | +27.8% |
| 10Y | +234.7% | +185.7% | +49.0% | +148.8% |
| All | +234.7% | +178.6% | +56.1% | +148.8% |
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