+244.6%
TMUS vs WEC
+190.8%
+53.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +8.2% | -0.5% | +8.7% | +8.4% |
| 30D | +13.4% | +12.0% | +1.4% | +9.3% |
| 3M | -3.0% | +11.1% | -14.1% | -6.4% |
| 6M | -8.8% | +6.0% | -14.8% | -10.6% |
| YTD | -13.8% | +14.3% | -28.1% | -17.7% |
| 1Y | -17.1% | +8.0% | -25.1% | -19.3% |
| 3Y | +22.7% | +62.8% | -40.2% | +4.9% |
| 5Y | +52.8% | +55.3% | -2.5% | +31.8% |
| 10Y | +244.6% | +193.2% | +51.5% | +155.5% |
| All | +244.6% | +190.8% | +53.9% | +155.5% |
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