+753.3%
TT vs WEC
+176.2%
+577.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.4% | +3.1% |
| 7D | -2.0% | -0.2% | -1.8% | -2.0% |
| 30D | -14.0% | +12.3% | -26.3% | -17.5% |
| 3M | -15.9% | +8.3% | -24.1% | -18.3% |
| 6M | -17.3% | +3.5% | -20.8% | -18.6% |
| YTD | +4.0% | +12.7% | -8.8% | -0.8% |
| 1Y | -7.1% | +8.2% | -15.3% | -10.1% |
| 3Y | +90.2% | +55.9% | +34.4% | +59.3% |
| 5Y | +131.1% | +51.2% | +79.9% | +94.7% |
| All | +753.3% | +176.2% | +577.0% | +580.7% |
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