+141.5%
W vs WEC
+143.0%
-1.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.5% | +0.2% |
| 7D | +6.5% | +0.8% | +5.7% | +6.2% |
| 30D | -6.2% | +0.3% | -6.6% | -6.4% |
| 3M | +48.9% | -2.9% | +51.8% | +50.0% |
| 6M | +31.2% | -5.9% | +37.1% | +33.0% |
| YTD | -0.4% | +4.1% | -4.6% | -2.5% |
| 1Y | +14.8% | +3.1% | +11.7% | +12.7% |
| 3Y | +40.5% | +40.8% | -0.3% | +22.0% |
| 5Y | -62.1% | +31.7% | -93.8% | -66.6% |
| 10Y | +141.5% | +141.1% | +0.4% | +116.8% |
| All | +141.5% | +143.0% | -1.5% | +116.8% |
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